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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,821 | $154,228-77.4% | $145,433-76.1% | $137,256-74.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 25.32% | 74.59%-49.3pp | 66.58%-41.3pp | 220.34%-195.0pp |
| Employer contribution / active EE | $4,049 | $4,804-15.7% | $4,554-11.1% | $4,156-2.6% |
| Participant deferral / active EE | $7,677 | $8,216-6.6% | $7,897-2.8% | $6,407+19.8% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |