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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,027 | $117,846-67.7% | $102,434-62.9% | $145,884-73.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 10.97% | 31.90%-20.9pp | 29.46%-18.5pp | 551.85%-540.9pp |
| Employer contribution / active EE | $6,759 | $3,615+87.0% | $3,023+123.6% | $4,662+45.0% |
| Participant deferral / active EE | $2,896 | $5,733-49.5% | $5,055-42.7% | $6,690-56.7% |
| Admin fee / account holder | $65 | $13,356-99.5% | $9,462-99.3% | $13,392-99.5% |