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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,971 | $211,224-78.7% | $178,505-74.8% | $145,897-69.2% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 13.97% | 30.28%-16.3pp | 27.16%-13.2pp | 552.29%-538.3pp |
| Employer contribution / active EE | $3,761 | $4,577-17.8% | $3,955-4.9% | $4,663-19.3% |
| Participant deferral / active EE | $2,700 | $6,966-61.2% | $6,280-57.0% | $6,689-59.6% |
| Admin fee / account holder | $86 | $12,109-99.3% | $10,428-99.2% | $13,390-99.4% |