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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,287 | $154,228-77.8% | $145,433-76.4% | $137,256-75.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 19.24% | 74.59%-55.4pp | 66.58%-47.3pp | 220.34%-201.1pp |
| Employer contribution / active EE | $2,750 | $4,804-42.8% | $4,554-39.6% | $4,156-33.8% |
| Participant deferral / active EE | $3,500 | $8,216-57.4% | $7,897-55.7% | $6,407-45.4% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |