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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,945 | $110,212-62.8% | $96,534-57.6% | $139,466-70.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 33.00% | 26.42%+6.6pp | 25.88%+7.1pp | 373.66%-340.7pp |
| Employer contribution / active EE | $13,896 | $3,620+283.9% | $2,965+368.6% | $4,754+192.3% |
| Participant deferral / active EE | $4,889 | $5,547-11.9% | $4,851+0.8% | $6,712-27.2% |
| Admin fee / account holder | $240 | $11,599-97.9% | $8,253-97.1% | $11,409-97.9% |