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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,084 | $178,174-82.6% | $156,181-80.1% | $137,256-77.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 23.50% | 84.19%-60.7pp | 64.87%-41.4pp | 220.34%-196.8pp |
| Employer contribution / active EE | $3,792 | $4,972-23.7% | $4,294-11.7% | $4,156-8.8% |
| Participant deferral / active EE | $9,757 | $6,888+41.7% | $6,132+59.1% | $6,407+52.3% |
| Admin fee / account holder | $0 | $17,404-100.0% | $14,586-100.0% | $12,270-100.0% |