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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,631 | $98,240-50.5% | $82,312-40.9% | $147,586-67.0% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 20.72% | 30.85%-10.1pp | 25.88%-5.2pp | 578.59%-557.9pp |
| Employer contribution / active EE | $3,628 | $3,192+13.7% | $2,428+49.4% | $4,876-25.6% |
| Participant deferral / active EE | $13,709 | $4,383+212.8% | $3,706+269.9% | $5,439+152.1% |
| Admin fee / account holder | $0 | $8,563-100.0% | $5,608-100.0% | $10,886-100.0% |