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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,448 | $185,856-72.9% | $170,028-70.3% | $139,456-63.8% |
| Participation rate | 83.3% | 87.8%-4.4pp | 87.0%-3.7pp | 80.3%+3.0pp |
| Annual return | 32.13% | 60.52%-28.4pp | 53.39%-21.3pp | 373.45%-341.3pp |
| Employer contribution / active EE | $9,972 | $7,593+31.3% | $6,788+46.9% | $4,753+109.8% |
| Participant deferral / active EE | $18,578 | $11,623+59.8% | $10,409+78.5% | $6,711+176.8% |
| Admin fee / account holder | $0 | $15,387-100.0% | $12,820-100.0% | $11,407-100.0% |