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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,129 | $157,296-37.6% | $141,191-30.5% | $152,897-35.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 16.50% | 64.34%-47.8pp | 71.41%-54.9pp | 345.43%-328.9pp |
| Employer contribution / active EE | $17,700 | $5,262+236.4% | $4,736+273.7% | $4,764+271.6% |
| Participant deferral / active EE | $13,250 | $7,111+86.3% | $6,710+97.5% | $5,851+126.5% |
| Admin fee / account holder | $0 | $12,125-100.0% | $10,264-100.0% | $11,599-100.0% |