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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,129 | $81,504-38.5% | $102,437-51.1% | $80,959-38.1% |
| Participation rate | 95.8% | 66.9%+29.0pp | 74.5%+21.3pp | 67.7%+28.2pp |
| Annual return | 108.46% | 25.60%+82.9pp | 24.95%+83.5pp | 35.67%+72.8pp |
| Employer contribution / active EE | $20,338 | $3,104+555.3% | $3,871+425.4% | $2,757+637.6% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,300-100.0% |
| Admin fee / account holder | $0 | $6,719-100.0% | $8,388-100.0% | $6,925-100.0% |