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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,614 | $93,346-45.8% | $71,796-29.5% | $273,972-81.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 10.00% | 130.39%-120.4pp | 78.04%-68.0pp | 41.46%-31.5pp |
| Employer contribution / active EE | $8,173 | $2,733+199.0% | $1,924+324.7% | $4,869+67.9% |
| Participant deferral / active EE | $18,000 | $3,475+418.0% | $2,794+544.1% | $5,287+240.4% |
| Admin fee / account holder | $0 | $6,571-100.0% | $4,815-100.0% | $10,133-100.0% |