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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,023 | $141,001-66.7% | $112,228-58.1% | $139,487-66.3% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 9.40% | 32.75%-23.4pp | 30.23%-20.8pp | 373.84%-364.4pp |
| Employer contribution / active EE | $2,643 | $4,285-38.3% | $3,432-23.0% | $4,755-44.4% |
| Participant deferral / active EE | $20,000 | $5,877+240.3% | $4,800+316.7% | $6,713+197.9% |
| Admin fee / account holder | $0 | $9,959-100.0% | $7,752-100.0% | $11,407-100.0% |