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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,238 | $160,040-69.2% | $147,096-66.5% | $145,877-66.2% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.2%+8.7pp | 80.3%+10.6pp |
| Annual return | 11.18% | 98.49%-87.3pp | 419.75%-408.6pp | 551.28%-540.1pp |
| Employer contribution / active EE | $8,631 | $5,289+63.2% | $4,936+74.9% | $4,663+85.1% |
| Participant deferral / active EE | $7,110 | $8,429-15.6% | $8,071-11.9% | $6,691+6.3% |
| Admin fee / account holder | $0 | $15,050-100.0% | $13,005-100.0% | $13,402-100.0% |