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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,314 | $232,540-78.4% | $185,117-72.8% | $147,586-65.9% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 20.49% | 43.03%-22.5pp | 40.50%-20.0pp | 578.59%-558.1pp |
| Employer contribution / active EE | $0 | $5,195-100.0% | $4,182-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $5,556 | $5,834-4.8% | $5,045+10.1% | $5,439+2.2% |
| Admin fee / account holder | $147 | $10,275-98.6% | $8,159-98.2% | $10,886-98.6% |