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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,135 | $141,004-65.9% | $112,273-57.1% | $139,466-65.5% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 21.27% | 32.75%-11.5pp | 30.23%-9.0pp | 373.66%-352.4pp |
| Employer contribution / active EE | $4,962 | $4,285+15.8% | $3,431+44.6% | $4,754+4.4% |
| Participant deferral / active EE | $0 | $5,878-100.0% | $4,800-100.0% | $6,712-100.0% |
| Admin fee / account holder | $207 | $9,959-97.9% | $7,752-97.3% | $11,409-98.2% |