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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,609 | $185,905-74.4% | $170,057-72.0% | $139,487-65.9% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 15.45% | 60.56%-45.1pp | 53.42%-38.0pp | 373.84%-358.4pp |
| Employer contribution / active EE | $16,004 | $7,597+110.7% | $6,790+135.7% | $4,755+236.6% |
| Participant deferral / active EE | $16,939 | $11,627+45.7% | $10,411+62.7% | $6,713+152.3% |
| Admin fee / account holder | $9 | $15,397-99.9% | $12,826-99.9% | $11,407-99.9% |