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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,759 | $117,829-67.1% | $102,423-62.2% | $145,877-73.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 23.37% | 31.83%-8.5pp | 29.42%-6.1pp | 551.28%-527.9pp |
| Employer contribution / active EE | $7,199 | $3,615+99.2% | $3,023+138.1% | $4,663+54.4% |
| Participant deferral / active EE | $13,685 | $5,732+138.7% | $5,054+170.8% | $6,691+104.5% |
| Admin fee / account holder | $64 | $13,335-99.5% | $9,455-99.3% | $13,402-99.5% |