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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,630 | $108,942-54.4% | $100,415-50.6% | $145,897-66.0% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 11.02% | 58.27%-47.2pp | 49.47%-38.5pp | 552.29%-541.3pp |
| Employer contribution / active EE | $8,400 | $4,422+90.0% | $3,943+113.0% | $4,663+80.2% |
| Participant deferral / active EE | $0 | $8,461-100.0% | $8,091-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $9,702-100.0% | $7,906-100.0% | $13,390-100.0% |