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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,648 | $176,794-78.1% | $146,647-73.6% | $167,553-76.9% |
| Participation rate | 80.0% | 83.6%-3.6pp | 80.1%-0.1pp | 82.1%-2.1pp |
| Annual return | 15.40% | 24.04%-8.6pp | 22.75%-7.4pp | 478.89%-463.5pp |
| Employer contribution / active EE | $9,378 | $5,161+81.7% | $4,137+126.7% | $4,840+93.8% |
| Participant deferral / active EE | $12,180 | $6,440+89.1% | $5,506+121.2% | $6,343+92.0% |
| Admin fee / account holder | $24 | $13,262-99.8% | $10,281-99.8% | $12,316-99.8% |