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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,013 | $183,592-73.3% | $155,574-68.5% | $145,877-66.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.91% | 61.37%-49.5pp | 64.87%-53.0pp | 551.28%-539.4pp |
| Employer contribution / active EE | $1,800 | $5,317-66.2% | $4,676-61.5% | $4,663-61.4% |
| Participant deferral / active EE | $8,126 | $6,466+25.7% | $5,629+44.4% | $6,691+21.5% |
| Admin fee / account holder | $279 | $19,316-98.6% | $15,914-98.2% | $13,402-97.9% |