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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,295 | $201,344-82.5% | $184,243-80.8% | $145,877-75.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 19.50% | 29.01%-9.5pp | 28.82%-9.3pp | 551.28%-531.8pp |
| Employer contribution / active EE | $12,190 | $7,022+73.6% | $6,427+89.7% | $4,663+161.4% |
| Participant deferral / active EE | $7,805 | $9,807-20.4% | $9,132-14.5% | $6,691+16.6% |
| Admin fee / account holder | $0 | $16,382-100.0% | $13,914-100.0% | $13,402-100.0% |