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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,368 | $183,516-43.7% | $155,534-33.5% | $145,884-29.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 93.30% | 61.43%+31.9pp | 64.92%+28.4pp | 551.85%-458.5pp |
| Employer contribution / active EE | $6,122 | $5,315+15.2% | $4,675+31.0% | $4,662+31.3% |
| Participant deferral / active EE | $11,500 | $6,467+77.8% | $5,630+104.3% | $6,690+71.9% |
| Admin fee / account holder | $2 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |