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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,463 | $149,778-65.0% | $118,946-55.9% | $158,966-67.0% |
| Participation rate | 88.9% | 82.1%+6.8pp | 75.4%+13.5pp | 82.0%+6.9pp |
| Annual return | 53.12% | 19.95%+33.2pp | 35.89%+17.2pp | 302.95%-249.8pp |
| Employer contribution / active EE | $12,175 | $4,117+195.7% | $3,263+273.1% | $4,762+155.6% |
| Participant deferral / active EE | $10,901 | $5,225+108.6% | $4,266+155.5% | $5,983+82.2% |
| Admin fee / account holder | $0 | $8,604-100.0% | $6,581-100.0% | $11,250-100.0% |