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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,286 | $165,939-64.3% | $122,354-51.5% | $147,586-59.8% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 19.67% | 34.56%-14.9pp | 30.28%-10.6pp | 578.59%-558.9pp |
| Employer contribution / active EE | $2,443 | $5,754-57.5% | $4,051-39.7% | $4,876-49.9% |
| Participant deferral / active EE | $9,137 | $4,005+128.1% | $3,287+178.0% | $5,439+68.0% |
| Admin fee / account holder | $71 | $7,425-99.1% | $5,479-98.7% | $10,886-99.4% |