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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,440 | $80,763-45.0% | $102,412-56.6% | $74,459-40.3% |
| Participation rate | 100.0% | 65.7%+34.3pp | 74.5%+25.5pp | 67.2%+32.8pp |
| Annual return | 40.82% | 27.57%+13.2pp | 24.94%+15.9pp | 1369.70%-1328.9pp |
| Employer contribution / active EE | $4,106 | $3,160+29.9% | $3,870+6.1% | $2,626+56.3% |
| Participant deferral / active EE | $0 | $3,862-100.0% | $5,060-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $2,371-100.0% | $8,388-100.0% | $1,945-100.0% |