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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,139 | $107,421-48.7% | $182,262-69.7% | $94,015-41.4% |
| Participation rate | 90.0% | 77.8%+12.2pp | 84.2%+5.8pp | 70.8%+19.2pp |
| Annual return | 52.83% | 21.32%+31.5pp | 140.60%-87.8pp | 17.84%+35.0pp |
| Employer contribution / active EE | $3,142 | $3,448-8.9% | $5,046-37.7% | $2,790+12.6% |
| Participant deferral / active EE | $8,963 | $6,558+36.7% | $8,276+8.3% | $4,249+110.9% |
| Admin fee / account holder | $51 | $8,692-99.4% | $16,712-99.7% | $8,951-99.4% |