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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,480 | $225,673-82.1% | $203,872-80.1% | $155,188-73.9% |
| Participation rate | 100.0% | 80.3%+19.7pp | 77.8%+22.2pp | 80.8%+19.2pp |
| Annual return | 24.16% | 95.91%-71.8pp | 85.11%-60.9pp | 148.84%-124.7pp |
| Employer contribution / active EE | $2,875 | $4,099-29.9% | $3,757-23.5% | $4,248-32.3% |
| Participant deferral / active EE | $16,136 | $6,893+134.1% | $6,388+152.6% | $6,531+147.1% |
| Admin fee / account holder | $72 | $12,327-99.4% | $11,730-99.4% | $14,480-99.5% |