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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,623 | $228,352-84.4% | $185,835-80.8% | $158,966-77.6% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 15.28% | 40.81%-25.5pp | 35.96%-20.7pp | 302.95%-287.7pp |
| Employer contribution / active EE | $9,500 | $4,967+91.3% | $4,087+132.4% | $4,762+99.5% |
| Participant deferral / active EE | $11,328 | $6,416+76.6% | $5,633+101.1% | $5,983+89.3% |
| Admin fee / account holder | $0 | $11,867-100.0% | $9,502-100.0% | $11,250-100.0% |