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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,238 | $115,903-64.4% | $100,528-59.0% | $158,966-74.1% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 28.61% | 34.80%-6.2pp | 30.90%-2.3pp | 302.95%-274.3pp |
| Employer contribution / active EE | $2,120 | $4,105-48.4% | $3,419-38.0% | $4,762-55.5% |
| Participant deferral / active EE | $8,851 | $6,677+32.6% | $6,271+41.1% | $5,983+47.9% |
| Admin fee / account holder | $0 | $11,000-100.0% | $8,084-100.0% | $11,250-100.0% |