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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,773 | $183,592-53.3% | $155,574-44.9% | $145,877-41.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.49% | 61.37%-47.9pp | 64.87%-51.4pp | 551.28%-537.8pp |
| Employer contribution / active EE | $3,372 | $5,317-36.6% | $4,676-27.9% | $4,663-27.7% |
| Participant deferral / active EE | $14,699 | $6,466+127.3% | $5,629+161.1% | $6,691+119.7% |
| Admin fee / account holder | $0 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |