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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,208 | $168,635-80.3% | $147,617-77.5% | $125,389-73.5% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 0.89% | 77.65%-76.8pp | 61.98%-61.1pp | 282.24%-281.4pp |
| Employer contribution / active EE | $9,637 | $6,252+54.1% | $5,564+73.2% | $4,866+98.0% |
| Participant deferral / active EE | $9,600 | $5,507+74.3% | $4,895+96.1% | $5,352+79.4% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,612-100.0% | $9,541-100.0% |