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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,292 | $185,883-78.9% | $170,043-76.9% | $139,466-71.8% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 38.06% | 60.54%-22.5pp | 53.40%-15.3pp | 373.66%-335.6pp |
| Employer contribution / active EE | $3,688 | $7,596-51.4% | $6,790-45.7% | $4,754-22.4% |
| Participant deferral / active EE | $14,973 | $11,626+28.8% | $10,410+43.8% | $6,712+123.1% |
| Admin fee / account holder | $139 | $15,393-99.1% | $12,824-98.9% | $11,409-98.8% |