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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,533 | $185,905-81.4% | $170,057-79.7% | $139,487-75.2% |
| Participation rate | 83.3% | 87.8%-4.4pp | 87.0%-3.7pp | 80.3%+3.0pp |
| Annual return | 71.69% | 60.56%+11.1pp | 53.42%+18.3pp | 373.84%-302.2pp |
| Employer contribution / active EE | $10,747 | $7,597+41.5% | $6,790+58.3% | $4,755+126.0% |
| Participant deferral / active EE | $11,116 | $11,627-4.4% | $10,411+6.8% | $6,713+65.6% |
| Admin fee / account holder | $0 | $15,397-100.0% | $12,826-100.0% | $11,407-100.0% |