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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,209 | $153,311-73.8% | $109,313-63.2% | $273,972-85.3% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 77.91% | 29.86%+48.1pp | 22.07%+55.8pp | 41.46%+36.5pp |
| Employer contribution / active EE | $2,500 | $5,619-55.5% | $3,892-35.8% | $4,869-48.7% |
| Participant deferral / active EE | $1,062 | $3,932-73.0% | $3,166-66.5% | $5,287-79.9% |
| Admin fee / account holder | $0 | $8,076-100.0% | $5,666-100.0% | $10,133-100.0% |