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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,388 | $103,387-58.0% | $87,102-50.2% | $152,885-71.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 21.87% | 28.10%-6.2pp | 28.19%-6.3pp | 345.39%-323.5pp |
| Employer contribution / active EE | $7,057 | $3,221+119.1% | $2,521+179.9% | $4,763+48.2% |
| Participant deferral / active EE | $3,569 | $4,778-25.3% | $4,048-11.8% | $5,851-39.0% |
| Admin fee / account holder | $24 | $12,193-99.8% | $7,491-99.7% | $11,598-99.8% |