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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,998 | $209,336-80.9% | $197,124-79.7% | $137,256-70.9% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 19.19% | 48.09%-28.9pp | 44.34%-25.2pp | 220.34%-201.1pp |
| Employer contribution / active EE | $1,468 | $6,591-77.7% | $6,227-76.4% | $4,156-64.7% |
| Participant deferral / active EE | $11,769 | $9,614+22.4% | $9,135+28.8% | $6,407+83.7% |
| Admin fee / account holder | $23 | $17,308-99.9% | $16,298-99.9% | $12,270-99.8% |