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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,259 | $172,111-79.5% | $150,298-76.5% | $137,256-74.3% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 12.18% | 69.37%-57.2pp | 62.79%-50.6pp | 220.34%-208.2pp |
| Employer contribution / active EE | $5,255 | $4,636+13.3% | $4,154+26.5% | $4,156+26.4% |
| Participant deferral / active EE | $15,500 | $6,166+151.4% | $5,453+184.3% | $6,407+141.9% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |