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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,266 | $183,539-80.8% | $155,556-77.3% | $145,897-75.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.26% | 61.31%-49.0pp | 64.84%-52.6pp | 552.29%-540.0pp |
| Employer contribution / active EE | $3,637 | $5,315-31.6% | $4,675-22.2% | $4,663-22.0% |
| Participant deferral / active EE | $7,076 | $6,467+9.4% | $5,631+25.7% | $6,689+5.8% |
| Admin fee / account holder | $0 | $19,275-100.0% | $15,885-100.0% | $13,390-100.0% |