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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,210 | $183,516-79.2% | $155,534-75.4% | $145,884-73.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.44% | 61.43%-52.0pp | 64.92%-55.5pp | 551.85%-542.4pp |
| Employer contribution / active EE | $3,202 | $5,315-39.8% | $4,675-31.5% | $4,662-31.3% |
| Participant deferral / active EE | $6,378 | $6,467-1.4% | $5,630+13.3% | $6,690-4.7% |
| Admin fee / account holder | $0 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |