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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,583 | $99,053-48.9% | $88,179-42.6% | $138,895-63.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.1%+30.9pp | 79.9%+20.1pp |
| Annual return | 18.46% | 78.17%-59.7pp | 64.97%-46.5pp | 145.39%-126.9pp |
| Employer contribution / active EE | $12,610 | $2,882+337.5% | $2,549+394.6% | $4,194+200.6% |
| Participant deferral / active EE | $6,828 | $5,225+30.7% | $4,614+48.0% | $6,396+6.7% |
| Admin fee / account holder | $160 | $8,748-98.2% | $7,673-97.9% | $12,562-98.7% |