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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,068 | $183,539-73.8% | $155,556-69.1% | $145,897-67.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.93% | 61.31%-49.4pp | 64.84%-52.9pp | 552.29%-540.4pp |
| Employer contribution / active EE | $14,855 | $5,315+179.5% | $4,675+217.7% | $4,663+218.6% |
| Participant deferral / active EE | $12,631 | $6,467+95.3% | $5,631+124.3% | $6,689+88.8% |
| Admin fee / account holder | $294 | $19,275-98.5% | $15,885-98.2% | $13,390-97.8% |