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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,906 | $115,814-50.9% | $101,275-43.8% | $158,982-64.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 19.32% | 56.16%-36.8pp | 46.48%-27.2pp | 302.99%-283.7pp |
| Employer contribution / active EE | $11,165 | $4,176+167.4% | $3,660+205.1% | $4,763+134.4% |
| Participant deferral / active EE | $11,554 | $4,958+133.0% | $4,371+164.3% | $5,983+93.1% |
| Admin fee / account holder | $0 | $7,249-100.0% | $5,948-100.0% | $11,252-100.0% |