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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,880 | $227,597-73.7% | $189,575-68.4% | $167,536-64.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 11.89% | 78.44%-66.5pp | 64.19%-52.3pp | 478.82%-466.9pp |
| Employer contribution / active EE | $13,955 | $5,316+162.5% | $4,412+216.3% | $4,839+188.4% |
| Participant deferral / active EE | $6,200 | $7,002-11.5% | $6,174+0.4% | $6,342-2.2% |
| Admin fee / account holder | $0 | $11,877-100.0% | $9,806-100.0% | $12,315-100.0% |