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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,170 | $115,917-56.7% | $100,535-50.1% | $158,982-68.4% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 18.78% | 34.80%-16.0pp | 30.90%-12.1pp | 302.99%-284.2pp |
| Employer contribution / active EE | $7,772 | $4,105+89.3% | $3,419+127.3% | $4,763+63.2% |
| Participant deferral / active EE | $11,982 | $6,677+79.5% | $6,271+91.1% | $5,983+100.3% |
| Admin fee / account holder | $0 | $11,002-100.0% | $8,085-100.0% | $11,252-100.0% |