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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,539 | $127,790-50.3% | $106,555-40.4% | $167,536-62.1% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 22.52% | 33.88%-11.4pp | 26.80%-4.3pp | 478.82%-456.3pp |
| Employer contribution / active EE | $4,898 | $3,428+42.9% | $2,819+73.7% | $4,839+1.2% |
| Participant deferral / active EE | $9,523 | $5,088+87.1% | $4,399+116.5% | $6,342+50.1% |
| Admin fee / account holder | $43 | $11,229-99.6% | $7,408-99.4% | $12,315-99.6% |