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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,244 | $183,627-81.9% | $155,602-78.6% | $145,978-77.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 16.71% | 61.32%-44.6pp | 64.81%-48.1pp | 550.52%-533.8pp |
| Employer contribution / active EE | $7,515 | $5,316+41.4% | $4,675+60.7% | $4,662+61.2% |
| Participant deferral / active EE | $6,090 | $6,466-5.8% | $5,629+8.2% | $6,690-9.0% |
| Admin fee / account holder | $290 | $19,327-98.5% | $15,923-98.2% | $13,400-97.8% |