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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,145 | $176,402-74.4% | $134,162-66.4% | $158,966-71.6% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 14.22% | 63.66%-49.4pp | 36.35%-22.1pp | 302.95%-288.7pp |
| Employer contribution / active EE | $6,608 | $5,042+31.1% | $3,705+78.4% | $4,762+38.8% |
| Participant deferral / active EE | $3,735 | $4,093-8.7% | $3,500+6.7% | $5,983-37.6% |
| Admin fee / account holder | $273 | $8,719-96.9% | $6,685-95.9% | $11,250-97.6% |