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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,400 | $106,247-74.2% | $96,515-71.6% | $139,466-80.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 20.43% | 38.47%-18.0pp | 35.73%-15.3pp | 373.66%-353.2pp |
| Employer contribution / active EE | $6,462 | $4,106+57.4% | $3,740+72.8% | $4,754+35.9% |
| Participant deferral / active EE | $3,847 | $5,456-29.5% | $4,880-21.2% | $6,712-42.7% |
| Admin fee / account holder | $45 | $7,885-99.4% | $6,735-99.3% | $11,409-99.6% |