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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,026 | $183,516-72.7% | $155,534-67.8% | $145,884-65.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 67.95% | 61.43%+6.5pp | 64.92%+3.0pp | 551.85%-483.9pp |
| Employer contribution / active EE | $3,091 | $5,315-41.8% | $4,675-33.9% | $4,662-33.7% |
| Participant deferral / active EE | $10,167 | $6,467+57.2% | $5,630+80.6% | $6,690+52.0% |
| Admin fee / account holder | $0 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |