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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $179,019 | $103,038+73.7% | $90,324+98.2% | $152,909+17.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 11.33% | 95.25%-83.9pp | 78.15%-66.8pp | 345.46%-334.1pp |
| Employer contribution / active EE | $10,545 | $3,141+235.8% | $2,856+269.2% | $4,764+121.3% |
| Participant deferral / active EE | $10,115 | $4,282+136.2% | $3,885+160.3% | $5,851+72.9% |
| Admin fee / account holder | $10 | $6,177-99.8% | $5,356-99.8% | $11,601-99.9% |