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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,482 | $185,905-70.7% | $170,057-68.0% | $139,487-60.9% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 36.19% | 60.56%-24.4pp | 53.42%-17.2pp | 373.84%-337.7pp |
| Employer contribution / active EE | $5,112 | $7,597-32.7% | $6,790-24.7% | $4,755+7.5% |
| Participant deferral / active EE | $0 | $11,627-100.0% | $10,411-100.0% | $6,713-100.0% |
| Admin fee / account holder | $0 | $15,397-100.0% | $12,826-100.0% | $11,407-100.0% |