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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,931 | $185,905-76.9% | $170,057-74.8% | $139,487-69.2% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 21.06% | 60.56%-39.5pp | 53.42%-32.4pp | 373.84%-352.8pp |
| Employer contribution / active EE | $2,866 | $7,597-62.3% | $6,790-57.8% | $4,755-39.7% |
| Participant deferral / active EE | $9,615 | $11,627-17.3% | $10,411-7.6% | $6,713+43.2% |
| Admin fee / account holder | $29 | $15,397-99.8% | $12,826-99.8% | $11,407-99.7% |