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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,568 | $116,167-81.4% | $64,489-66.6% | $137,256-84.3% |
| Participation rate | 100.0% | 68.2%+31.8pp | 67.7%+32.3pp | 80.0%+20.0pp |
| Annual return | 20.34% | 36.55%-16.2pp | 55.03%-34.7pp | 220.34%-200.0pp |
| Employer contribution / active EE | $3,320 | $2,483+33.7% | $1,523+118.0% | $4,156-20.1% |
| Participant deferral / active EE | $4,767 | $4,215+13.1% | $2,778+71.6% | $6,407-25.6% |
| Admin fee / account holder | $65 | $6,188-99.0% | $4,260-98.5% | $12,270-99.5% |