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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,501 | $69,274-31.4% | $64,097-25.9% | $139,487-65.9% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 29.32% | 46.00%-16.7pp | 33.75%-4.4pp | 373.84%-344.5pp |
| Employer contribution / active EE | $9,754 | $3,187+206.0% | $2,750+254.7% | $4,755+105.1% |
| Participant deferral / active EE | $15,113 | $4,685+222.6% | $3,881+289.4% | $6,713+125.1% |
| Admin fee / account holder | $63 | $4,247-98.5% | $3,070-97.9% | $11,407-99.4% |