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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,379 | $94,749-55.3% | $112,899-62.5% | $139,466-69.6% |
| Participation rate | 100.0% | 81.3%+18.7pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 29.92% | 40.92%-11.0pp | 34.11%-4.2pp | 373.66%-343.7pp |
| Employer contribution / active EE | $4,294 | $4,630-7.3% | $4,566-6.0% | $4,754-9.7% |
| Participant deferral / active EE | $8,588 | $6,517+31.8% | $6,516+31.8% | $6,712+28.0% |
| Admin fee / account holder | $50 | $8,530-99.4% | $7,047-99.3% | $11,409-99.6% |