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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,026 | $77,449-57.4% | $69,483-52.5% | $152,909-78.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 29.17% | 39.09%-9.9pp | 28.99%+0.2pp | 345.46%-316.3pp |
| Employer contribution / active EE | $9,341 | $3,316+181.7% | $2,780+236.0% | $4,764+96.1% |
| Participant deferral / active EE | $12,947 | $4,415+193.3% | $3,537+266.1% | $5,851+121.3% |
| Admin fee / account holder | $146 | $6,210-97.7% | $3,841-96.2% | $11,601-98.7% |