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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,651 | $185,905-72.8% | $170,057-70.2% | $139,487-63.7% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 24.60% | 60.56%-36.0pp | 53.42%-28.8pp | 373.84%-349.2pp |
| Employer contribution / active EE | $11,989 | $7,597+57.8% | $6,790+76.6% | $4,755+152.2% |
| Participant deferral / active EE | $7,488 | $11,627-35.6% | $10,411-28.1% | $6,713+11.5% |
| Admin fee / account holder | $0 | $15,397-100.0% | $12,826-100.0% | $11,407-100.0% |