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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,664 | $198,457-74.5% | $170,435-70.3% | $147,586-65.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 13.56% | 257.30%-243.7pp | 205.94%-192.4pp | 578.59%-565.0pp |
| Employer contribution / active EE | $4,388 | $6,183-29.0% | $5,432-19.2% | $4,876-10.0% |
| Participant deferral / active EE | $9,302 | $5,629+65.2% | $4,939+88.3% | $5,439+71.0% |
| Admin fee / account holder | $8 | $16,852-100.0% | $13,881-99.9% | $10,886-99.9% |