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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,387 | $152,592-67.6% | $125,180-60.5% | $152,885-67.7% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 11.43% | 54.84%-43.4pp | 43.79%-32.4pp | 345.39%-334.0pp |
| Employer contribution / active EE | $4,565 | $4,947-7.7% | $3,866+18.1% | $4,763-4.2% |
| Participant deferral / active EE | $4,565 | $5,868-22.2% | $4,937-7.5% | $5,851-22.0% |
| Admin fee / account holder | $0 | $13,435-100.0% | $9,703-100.0% | $11,598-100.0% |