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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,108 | $124,330-67.7% | $109,173-63.3% | $167,536-76.1% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 23.57% | 26.04%-2.5pp | 25.75%-2.2pp | 478.82%-455.2pp |
| Employer contribution / active EE | $7,759 | $4,209+84.3% | $3,723+108.4% | $4,839+60.3% |
| Participant deferral / active EE | $3,776 | $5,256-28.2% | $4,654-18.9% | $6,342-40.5% |
| Admin fee / account holder | $0 | $7,974-100.0% | $6,755-100.0% | $12,315-100.0% |