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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,024 | $165,399-71.0% | $149,745-67.9% | $158,982-69.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 18.63% | 348.34%-329.7pp | 276.72%-258.1pp | 302.99%-284.4pp |
| Employer contribution / active EE | $9,289 | $5,105+82.0% | $4,646+99.9% | $4,763+95.0% |
| Participant deferral / active EE | $11,907 | $7,183+65.8% | $6,843+74.0% | $5,983+99.0% |
| Admin fee / account holder | $97 | $10,811-99.1% | $9,312-99.0% | $11,252-99.1% |