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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,197 | $90,486-42.3% | $78,676-33.7% | $273,972-80.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 39.20% | 75.62%-36.4pp | 62.19%-23.0pp | 41.46%-2.3pp |
| Employer contribution / active EE | $12,943 | $3,175+307.7% | $2,850+354.1% | $4,869+165.8% |
| Participant deferral / active EE | $14,013 | $3,901+259.2% | $3,517+298.5% | $5,287+165.0% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,133-100.0% |