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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,549 | $157,304-40.5% | $141,197-33.7% | $152,909-38.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 20.29% | 64.34%-44.1pp | 71.41%-51.1pp | 345.46%-325.2pp |
| Employer contribution / active EE | $9,867 | $5,263+87.5% | $4,736+108.3% | $4,764+107.1% |
| Participant deferral / active EE | $12,838 | $7,111+80.5% | $6,710+91.3% | $5,851+119.4% |
| Admin fee / account holder | $20 | $12,126-99.8% | $10,265-99.8% | $11,601-99.8% |