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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,258 | $110,278-79.8% | $95,740-76.8% | $139,466-84.0% |
| Participation rate | 87.5% | 75.7%+11.8pp | 72.3%+15.2pp | 80.3%+7.2pp |
| Annual return | 41.27% | 27.19%+14.1pp | 28.41%+12.9pp | 373.66%-332.4pp |
| Employer contribution / active EE | $7,107 | $3,260+118.0% | $2,836+150.6% | $4,754+49.5% |
| Participant deferral / active EE | $4,603 | $4,674-1.5% | $4,244+8.5% | $6,712-31.4% |
| Admin fee / account holder | $20 | $6,613-99.7% | $5,676-99.6% | $11,409-99.8% |