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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,931 | $106,247-56.8% | $96,515-52.4% | $139,466-67.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 27.52% | 38.47%-10.9pp | 35.73%-8.2pp | 373.66%-346.1pp |
| Employer contribution / active EE | $10,048 | $4,106+144.7% | $3,740+168.7% | $4,754+111.4% |
| Participant deferral / active EE | $6,041 | $5,456+10.7% | $4,880+23.8% | $6,712-10.0% |
| Admin fee / account holder | $91 | $7,885-98.8% | $6,735-98.6% | $11,409-99.2% |