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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,980 | $185,905-78.5% | $170,057-76.5% | $139,487-71.3% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 17.02% | 60.56%-43.5pp | 53.42%-36.4pp | 373.84%-356.8pp |
| Employer contribution / active EE | $9,267 | $7,597+22.0% | $6,790+36.5% | $4,755+94.9% |
| Participant deferral / active EE | $3,674 | $11,627-68.4% | $10,411-64.7% | $6,713-45.3% |
| Admin fee / account holder | $164 | $15,397-98.9% | $12,826-98.7% | $11,407-98.6% |