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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,567 | $223,823-85.0% | $211,142-84.1% | $154,746-78.3% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 25.14% | 50.39%-25.3pp | 46.84%-21.7pp | 172.34%-147.2pp |
| Employer contribution / active EE | $1,916 | $6,787-71.8% | $6,442-70.3% | $4,379-56.3% |
| Participant deferral / active EE | $10,978 | $9,750+12.6% | $9,284+18.2% | $6,730+63.1% |
| Admin fee / account holder | $0 | $19,707-100.0% | $19,076-100.0% | $14,365-100.0% |