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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,489 | $77,416-50.3% | $69,464-44.6% | $152,897-74.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 7.52% | 39.08%-31.6pp | 28.98%-21.5pp | 345.43%-337.9pp |
| Employer contribution / active EE | $2,112 | $3,315-36.3% | $2,779-24.0% | $4,764-55.7% |
| Participant deferral / active EE | $8,257 | $4,413+87.1% | $3,536+133.5% | $5,851+41.1% |
| Admin fee / account holder | $0 | $6,208-100.0% | $3,840-100.0% | $11,599-100.0% |