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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,593 | $112,729-65.8% | $98,716-60.9% | $137,256-71.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 54.30% | 38.48%+15.8pp | 31.81%+22.5pp | 220.34%-166.0pp |
| Employer contribution / active EE | $11,404 | $2,725+318.4% | $2,279+400.5% | $4,156+174.4% |
| Participant deferral / active EE | $21,450 | $4,640+362.3% | $4,048+429.9% | $6,407+234.8% |
| Admin fee / account holder | $249 | $10,129-97.5% | $8,703-97.1% | $12,270-98.0% |