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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,741 | $96,508-57.8% | $75,901-46.3% | $152,897-73.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.5%+17.5pp |
| Annual return | 23.95% | 33.99%-10.0pp | 30.76%-6.8pp | 345.43%-321.5pp |
| Employer contribution / active EE | $11,520 | $3,310+248.0% | $2,501+360.6% | $4,764+141.8% |
| Participant deferral / active EE | $12,577 | $4,554+176.2% | $3,603+249.0% | $5,851+114.9% |
| Admin fee / account holder | $280 | $8,081-96.5% | $5,420-94.8% | $11,599-97.6% |