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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,938 | $134,817-40.0% | $123,973-34.7% | $155,188-47.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 13.26% | 515.49%-502.2pp | 388.13%-374.9pp | 148.84%-135.6pp |
| Employer contribution / active EE | $13,923 | $4,425+214.6% | $4,126+237.5% | $4,248+227.8% |
| Participant deferral / active EE | $11,752 | $5,706+105.9% | $5,247+124.0% | $6,531+79.9% |
| Admin fee / account holder | $0 | $13,245-100.0% | $11,799-100.0% | $14,480-100.0% |