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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,388 | $127,387-60.4% | $115,038-56.2% | $125,389-59.8% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -2.46% | 31.28%-33.7pp | 26.14%-28.6pp | 282.24%-284.7pp |
| Employer contribution / active EE | $6,795 | $5,166+31.5% | $4,608+47.5% | $4,866+39.6% |
| Participant deferral / active EE | $9,000 | $6,423+40.1% | $6,026+49.3% | $5,352+68.2% |
| Admin fee / account holder | $300 | $9,516-96.8% | $8,175-96.3% | $9,541-96.9% |