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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,759 | $93,346-46.7% | $71,796-30.7% | $273,972-81.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 82.08% | 130.39%-48.3pp | 78.04%+4.0pp | 41.46%+40.6pp |
| Employer contribution / active EE | $2,720 | $2,733-0.5% | $1,924+41.3% | $4,869-44.1% |
| Participant deferral / active EE | $7,748 | $3,475+123.0% | $2,794+177.3% | $5,287+46.5% |
| Admin fee / account holder | $174 | $6,571-97.3% | $4,815-96.4% | $10,133-98.3% |