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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,120 | $56,287-53.6% | $80,977-67.7% | $62,881-58.5% |
| Participation rate | 100.0% | 68.9%+31.1pp | 75.8%+24.2pp | 69.3%+30.7pp |
| Annual return | 40.96% | 22.13%+18.8pp | 17.11%+23.9pp | 20.14%+20.8pp |
| Employer contribution / active EE | $5,038 | $1,943+159.3% | $3,715+35.6% | $2,281+120.9% |
| Participant deferral / active EE | $0 | $4,196-100.0% | $5,696-100.0% | $3,203-100.0% |
| Admin fee / account holder | $47 | $3,742-98.7% | $5,517-99.1% | $4,296-98.9% |