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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,810 | $162,812-63.9% | $133,971-56.1% | $158,966-63.0% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 52.51% | 41.94%+10.6pp | 45.09%+7.4pp | 302.95%-250.4pp |
| Employer contribution / active EE | $25,846 | $4,976+419.4% | $3,919+559.5% | $4,762+442.7% |
| Participant deferral / active EE | $5,250 | $5,910-11.2% | $5,047+4.0% | $5,983-12.3% |
| Admin fee / account holder | $0 | $11,741-100.0% | $8,929-100.0% | $11,250-100.0% |