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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,672 | $223,823-82.3% | $211,142-81.2% | $154,746-74.4% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 66.94% | 50.39%+16.5pp | 46.84%+20.1pp | 172.34%-105.4pp |
| Employer contribution / active EE | $17,252 | $6,787+154.2% | $6,442+167.8% | $4,379+294.0% |
| Participant deferral / active EE | $9,548 | $9,750-2.1% | $9,284+2.8% | $6,730+41.9% |
| Admin fee / account holder | $183 | $19,707-99.1% | $19,076-99.0% | $14,365-98.7% |