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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,373 | $78,670-71.6% | $109,173-79.5% | $85,847-73.9% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 41.48% | 25.09%+16.4pp | 25.75%+15.7pp | 318.61%-277.1pp |
| Employer contribution / active EE | $5,740 | $2,734+110.0% | $3,723+54.2% | $2,565+123.8% |
| Participant deferral / active EE | $3,016 | $3,467-13.0% | $4,654-35.2% | $3,952-23.7% |
| Admin fee / account holder | $205 | $5,469-96.3% | $6,755-97.0% | $6,261-96.7% |