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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,787 | $148,629-66.5% | $135,982-63.4% | $139,487-64.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 31.46% | 79.33%-47.9pp | 68.32%-36.9pp | 373.84%-342.4pp |
| Employer contribution / active EE | $13,962 | $5,247+166.1% | $4,859+187.3% | $4,755+193.6% |
| Participant deferral / active EE | $10,000 | $8,102+23.4% | $7,760+28.9% | $6,713+49.0% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,407-100.0% |