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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,197 | $201,370-70.6% | $184,256-67.9% | $145,897-59.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.37% | 29.05%-15.7pp | 28.85%-15.5pp | 552.29%-538.9pp |
| Employer contribution / active EE | $2,340 | $7,024-66.7% | $6,427-63.6% | $4,663-49.8% |
| Participant deferral / active EE | $9,834 | $9,808+0.3% | $9,133+7.7% | $6,689+47.0% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,899-100.0% | $13,390-100.0% |