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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,372 | $176,786-70.4% | $146,643-64.3% | $167,536-68.7% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 19.89% | 24.04%-4.1pp | 22.75%-2.9pp | 478.82%-458.9pp |
| Employer contribution / active EE | $6,609 | $5,161+28.1% | $4,137+59.8% | $4,839+36.6% |
| Participant deferral / active EE | $10,759 | $6,440+67.1% | $5,506+95.4% | $6,342+69.6% |
| Admin fee / account holder | $0 | $13,262-100.0% | $10,280-100.0% | $12,315-100.0% |