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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,478 | $183,627-82.9% | $155,602-79.8% | $145,978-78.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.58% | 61.32%-50.7pp | 64.81%-54.2pp | 550.52%-539.9pp |
| Employer contribution / active EE | $1,599 | $5,316-69.9% | $4,675-65.8% | $4,662-65.7% |
| Participant deferral / active EE | $7,625 | $6,466+17.9% | $5,629+35.5% | $6,690+14.0% |
| Admin fee / account holder | $0 | $19,327-100.0% | $15,923-100.0% | $13,400-100.0% |