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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,620 | $85,024-61.6% | $70,544-53.8% | $139,466-76.6% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.4%+31.6pp | 80.3%+19.7pp |
| Annual return | 14.38% | 30.39%-16.0pp | 32.79%-18.4pp | 373.66%-359.3pp |
| Employer contribution / active EE | $5,084 | $3,912+29.9% | $2,976+70.8% | $4,754+6.9% |
| Participant deferral / active EE | $6,881 | $5,891+16.8% | $4,568+50.6% | $6,712+2.5% |
| Admin fee / account holder | $0 | $8,928-100.0% | $6,427-100.0% | $11,409-100.0% |