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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,717 | $172,111-76.9% | $150,298-73.6% | $137,256-71.1% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 29.71% | 69.37%-39.7pp | 62.79%-33.1pp | 220.34%-190.6pp |
| Employer contribution / active EE | $7,500 | $4,636+61.8% | $4,154+80.5% | $4,156+80.5% |
| Participant deferral / active EE | $9,800 | $6,166+58.9% | $5,453+79.7% | $6,407+53.0% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |