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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,688 | $149,741-66.1% | $118,914-57.4% | $158,982-68.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 38.45% | 19.94%+18.5pp | 35.89%+2.6pp | 302.99%-264.5pp |
| Employer contribution / active EE | $11,800 | $4,119+186.5% | $3,264+261.5% | $4,763+147.8% |
| Participant deferral / active EE | $9,600 | $5,226+83.7% | $4,266+125.0% | $5,983+60.4% |
| Admin fee / account holder | $0 | $8,607-100.0% | $6,582-100.0% | $11,252-100.0% |