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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,448 | $185,883-72.9% | $170,043-70.3% | $139,466-63.8% |
| Participation rate | 83.3% | 87.8%-4.4pp | 87.0%-3.7pp | 80.3%+3.0pp |
| Annual return | 32.13% | 60.54%-28.4pp | 53.40%-21.3pp | 373.66%-341.5pp |
| Employer contribution / active EE | $9,972 | $7,596+31.3% | $6,790+46.9% | $4,754+109.8% |
| Participant deferral / active EE | $18,578 | $11,626+59.8% | $10,410+78.5% | $6,712+176.8% |
| Admin fee / account holder | $0 | $15,393-100.0% | $12,824-100.0% | $11,409-100.0% |