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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,449 | $172,111-77.1% | $150,298-73.8% | $137,256-71.3% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 14.66% | 69.37%-54.7pp | 62.79%-48.1pp | 220.34%-205.7pp |
| Employer contribution / active EE | $5,502 | $4,636+18.7% | $4,154+32.5% | $4,156+32.4% |
| Participant deferral / active EE | $3,103 | $6,166-49.7% | $5,453-43.1% | $6,407-51.6% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |