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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,900 | $154,228-76.7% | $145,433-75.3% | $137,256-73.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 16.81% | 74.59%-57.8pp | 66.58%-49.8pp | 220.34%-203.5pp |
| Employer contribution / active EE | $3,308 | $4,804-31.1% | $4,554-27.4% | $4,156-20.4% |
| Participant deferral / active EE | $5,028 | $8,216-38.8% | $7,897-36.3% | $6,407-21.5% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |