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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,428 | $191,016-73.6% | $152,301-66.9% | $89,670-43.8% |
| Participation rate | 97.1% | 77.3%+19.8pp | 82.4%+14.7pp | 71.2%+26.0pp |
| Annual return | 13.05% | 16.37%-3.3pp | 80.50%-67.4pp | 19.66%-6.6pp |
| Employer contribution / active EE | $5,234 | $7,400-29.3% | $4,624+13.2% | $4,041+29.5% |
| Participant deferral / active EE | $0 | $9,699-100.0% | $8,004-100.0% | $3,962-100.0% |
| Admin fee / account holder | $0 | $215-100.0% | $14,398-100.0% | $352-100.0% |