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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,892 | $115,225-62.8% | $100,712-57.4% | $138,895-69.1% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.3%+30.7pp | 79.9%+20.1pp |
| Annual return | 64.98% | 40.35%+24.6pp | 33.27%+31.7pp | 145.39%-80.4pp |
| Employer contribution / active EE | $2,026 | $2,771-26.9% | $2,313-12.4% | $4,194-51.7% |
| Participant deferral / active EE | $7,251 | $4,699+54.3% | $4,085+77.5% | $6,396+13.4% |
| Admin fee / account holder | $55 | $10,844-99.5% | $9,256-99.4% | $12,562-99.6% |