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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,460 | $111,535-54.8% | $105,223-52.0% | $137,256-63.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 17.11% | 237.85%-220.7pp | 180.65%-163.5pp | 220.34%-203.2pp |
| Employer contribution / active EE | $2,751 | $3,939-30.2% | $3,689-25.4% | $4,156-33.8% |
| Participant deferral / active EE | $8,167 | $5,500+48.5% | $5,072+61.0% | $6,407+27.5% |
| Admin fee / account holder | $20 | $9,721-99.8% | $8,859-99.8% | $12,270-99.8% |