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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,174 | $77,814-58.7% | $158,223-79.7% | $86,983-63.0% |
| Participation rate | 100.0% | 68.4%+31.6pp | 79.2%+20.8pp | 69.5%+30.5pp |
| Annual return | 68.41% | 30.54%+37.9pp | 52.09%+16.3pp | 25.83%+42.6pp |
| Employer contribution / active EE | $3,206 | $2,592+23.7% | $4,109-22.0% | $2,584+24.1% |
| Participant deferral / active EE | $7,125 | $3,270+117.9% | $5,467+30.3% | $4,194+69.9% |
| Admin fee / account holder | $62 | $5,879-98.9% | $16,047-99.6% | $7,856-99.2% |