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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,753 | $185,883-81.3% | $170,043-79.6% | $139,466-75.1% |
| Participation rate | 80.0% | 87.8%-7.8pp | 87.0%-7.0pp | 80.3%-0.3pp |
| Annual return | 35.50% | 60.54%-25.0pp | 53.40%-17.9pp | 373.66%-338.2pp |
| Employer contribution / active EE | $8,335 | $7,596+9.7% | $6,790+22.8% | $4,754+75.3% |
| Participant deferral / active EE | $8,941 | $11,626-23.1% | $10,410-14.1% | $6,712+33.2% |
| Admin fee / account holder | $0 | $15,393-100.0% | $12,824-100.0% | $11,409-100.0% |