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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,953 | $85,171-55.4% | $172,753-78.0% | $72,976-48.0% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 22.96% | 27.32%-4.4pp | 803.00%-780.0pp | 81.02%-58.1pp |
| Employer contribution / active EE | $4,739 | $3,324+42.6% | $5,144-7.9% | $2,440+94.2% |
| Participant deferral / active EE | $4,724 | $3,260+44.9% | $5,198-9.1% | $3,608+30.9% |
| Admin fee / account holder | $113 | $5,880-98.1% | $13,956-99.2% | $5,124-97.8% |