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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,330 | $77,449-47.9% | $69,483-42.0% | $152,909-73.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 22.50% | 39.09%-16.6pp | 28.99%-6.5pp | 345.46%-323.0pp |
| Employer contribution / active EE | $2,610 | $3,316-21.3% | $2,780-6.1% | $4,764-45.2% |
| Participant deferral / active EE | $6,864 | $4,415+55.5% | $3,537+94.1% | $5,851+17.3% |
| Admin fee / account holder | $52 | $6,210-99.2% | $3,841-98.6% | $11,601-99.5% |