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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,415 | $202,440-66.7% | $169,390-60.2% | $139,466-51.7% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 17.90% | 532.36%-514.5pp | 406.07%-388.2pp | 373.66%-355.8pp |
| Employer contribution / active EE | $2,250 | $4,693-52.1% | $4,013-43.9% | $4,754-52.7% |
| Participant deferral / active EE | $7,500 | $6,940+8.1% | $6,222+20.5% | $6,712+11.7% |
| Admin fee / account holder | $0 | $10,722-100.0% | $9,015-100.0% | $11,409-100.0% |