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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,812 | $162,821-79.8% | $133,978-75.5% | $158,982-79.4% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 18.97% | 41.95%-23.0pp | 45.10%-26.1pp | 302.99%-284.0pp |
| Employer contribution / active EE | $9,145 | $4,976+83.8% | $3,919+133.3% | $4,763+92.0% |
| Participant deferral / active EE | $6,372 | $5,910+7.8% | $5,047+26.3% | $5,983+6.5% |
| Admin fee / account holder | $54 | $11,742-99.5% | $8,930-99.4% | $11,252-99.5% |