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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,892 | $123,155-65.2% | $108,753-60.6% | $155,188-72.4% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 64.98% | 44.73%+20.3pp | 37.47%+27.5pp | 148.84%-83.9pp |
| Employer contribution / active EE | $2,026 | $2,811-27.9% | $2,427-16.5% | $4,248-52.3% |
| Participant deferral / active EE | $7,251 | $4,623+56.8% | $4,115+76.2% | $6,531+11.0% |
| Admin fee / account holder | $55 | $12,126-99.5% | $10,320-99.5% | $14,480-99.6% |