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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,943 | $197,625-74.7% | $177,840-71.9% | $158,966-68.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 29.05% | 58.76%-29.7pp | 48.32%-19.3pp | 302.95%-273.9pp |
| Employer contribution / active EE | $9,659 | $6,698+44.2% | $5,919+63.2% | $4,762+102.8% |
| Participant deferral / active EE | $6,812 | $8,405-19.0% | $7,714-11.7% | $5,983+13.9% |
| Admin fee / account holder | $21 | $15,405-99.9% | $12,431-99.8% | $11,250-99.8% |