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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,813 | $85,094-50.9% | $76,327-45.2% | $145,884-71.3% |
| Participation rate | 100.0% | 82.9%+17.1pp | 79.2%+20.8pp | 80.3%+19.7pp |
| Annual return | 21.33% | 13.13%+8.2pp | 13.79%+7.5pp | 551.85%-530.5pp |
| Employer contribution / active EE | $4,338 | $5,261-17.5% | $4,584-5.4% | $4,662-6.9% |
| Participant deferral / active EE | $11,641 | $6,390+82.2% | $5,478+112.5% | $6,690+74.0% |
| Admin fee / account holder | $0 | $5,773-100.0% | $5,139-100.0% | $13,392-100.0% |