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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,905 | $183,516-40.7% | $155,534-30.0% | $145,884-25.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.76% | 61.43%-45.7pp | 64.92%-49.2pp | 551.85%-536.1pp |
| Employer contribution / active EE | $12,549 | $5,315+136.1% | $4,675+168.4% | $4,662+169.2% |
| Participant deferral / active EE | $5,545 | $6,467-14.2% | $5,630-1.5% | $6,690-17.1% |
| Admin fee / account holder | $0 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |