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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,203 | $197,637-74.6% | $177,848-71.8% | $158,982-68.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 13.50% | 58.77%-45.3pp | 48.33%-34.8pp | 302.99%-289.5pp |
| Employer contribution / active EE | $3,903 | $6,698-41.7% | $5,919-34.1% | $4,763-18.1% |
| Participant deferral / active EE | $0 | $8,405-100.0% | $7,714-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $15,406-100.0% | $12,431-100.0% | $11,252-100.0% |