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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,495 | $152,542-66.9% | $117,498-57.0% | $134,509-62.5% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | 42.01% | 53.02%-11.0pp | 29.75%+12.3pp | 418.13%-376.1pp |
| Employer contribution / active EE | $17,258 | $5,574+209.6% | $4,178+313.1% | $4,741+264.1% |
| Participant deferral / active EE | $15,917 | $4,819+230.3% | $4,071+290.9% | $6,400+148.7% |
| Admin fee / account holder | $0 | $7,006-100.0% | $5,646-100.0% | $11,427-100.0% |