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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,913 | $185,883-73.7% | $170,043-71.2% | $139,466-64.9% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 40.24% | 60.54%-20.3pp | 53.40%-13.2pp | 373.66%-333.4pp |
| Employer contribution / active EE | $5,168 | $7,596-32.0% | $6,790-23.9% | $4,754+8.7% |
| Participant deferral / active EE | $11,917 | $11,626+2.5% | $10,410+14.5% | $6,712+77.5% |
| Admin fee / account holder | $0 | $15,393-100.0% | $12,824-100.0% | $11,409-100.0% |