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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,402 | $77,416-34.9% | $69,464-27.4% | $152,897-67.0% |
| Participation rate | 75.0% | 78.1%-3.1pp | 74.6%+0.4pp | 82.5%-7.5pp |
| Annual return | 18.94% | 39.08%-20.1pp | 28.98%-10.0pp | 345.43%-326.5pp |
| Employer contribution / active EE | $4,240 | $3,315+27.9% | $2,779+52.6% | $4,764-11.0% |
| Participant deferral / active EE | $10,500 | $4,413+137.9% | $3,536+196.9% | $5,851+79.5% |
| Admin fee / account holder | $0 | $6,208-100.0% | $3,840-100.0% | $11,599-100.0% |