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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,680 | $197,637-78.4% | $177,848-76.0% | $158,982-73.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 16.56% | 58.77%-42.2pp | 48.33%-31.8pp | 302.99%-286.4pp |
| Employer contribution / active EE | $13,169 | $6,698+96.6% | $5,919+122.5% | $4,763+176.5% |
| Participant deferral / active EE | $3,579 | $8,405-57.4% | $7,714-53.6% | $5,983-40.2% |
| Admin fee / account holder | $0 | $15,406-100.0% | $12,431-100.0% | $11,252-100.0% |