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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,166 | $93,589-56.0% | $135,942-69.7% | $75,181-45.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 26.14% | 30.90%-4.8pp | 68.28%-42.1pp | 160.69%-134.5pp |
| Employer contribution / active EE | $7,669 | $3,537+116.8% | $4,858+57.9% | $2,671+187.2% |
| Participant deferral / active EE | $10,009 | $6,405+56.3% | $7,759+29.0% | $4,126+142.6% |
| Admin fee / account holder | $0 | $6,977-100.0% | $10,764-100.0% | $5,650-100.0% |