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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,009 | $183,592-77.7% | $155,574-73.6% | $145,877-71.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.52% | 61.37%-46.9pp | 64.87%-50.4pp | 551.28%-536.8pp |
| Employer contribution / active EE | $5,209 | $5,317-2.0% | $4,676+11.4% | $4,663+11.7% |
| Participant deferral / active EE | $9,278 | $6,466+43.5% | $5,629+64.8% | $6,691+38.7% |
| Admin fee / account holder | $0 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |