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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,295 | $201,259-82.5% | $184,200-80.8% | $145,959-75.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 19.50% | 28.98%-9.5pp | 28.80%-9.3pp | 561.95%-542.4pp |
| Employer contribution / active EE | $12,190 | $7,018+73.7% | $6,424+89.8% | $4,661+161.5% |
| Participant deferral / active EE | $7,805 | $9,806-20.4% | $9,132-14.5% | $6,689+16.7% |
| Admin fee / account holder | $0 | $16,372-100.0% | $13,907-100.0% | $13,398-100.0% |