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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,027 | $117,904-67.7% | $102,457-62.9% | $145,978-74.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 10.97% | 31.80%-20.8pp | 29.41%-18.4pp | 550.52%-539.5pp |
| Employer contribution / active EE | $6,759 | $3,613+87.1% | $3,022+123.6% | $4,662+45.0% |
| Participant deferral / active EE | $2,896 | $5,733-49.5% | $5,054-42.7% | $6,690-56.7% |
| Admin fee / account holder | $65 | $13,329-99.5% | $9,451-99.3% | $13,400-99.5% |