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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,123 | $77,416-61.1% | $69,464-56.6% | $152,897-80.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 6.05% | 39.08%-33.0pp | 28.98%-22.9pp | 345.43%-339.4pp |
| Employer contribution / active EE | $4,000 | $3,315+20.7% | $2,779+43.9% | $4,764-16.0% |
| Participant deferral / active EE | $4,297 | $4,413-2.6% | $3,536+21.5% | $5,851-26.6% |
| Admin fee / account holder | $52 | $6,208-99.2% | $3,840-98.6% | $11,599-99.5% |