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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,308 | $168,635-56.5% | $147,617-50.3% | $125,389-41.5% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -3.54% | 77.65%-81.2pp | 61.98%-65.5pp | 282.24%-285.8pp |
| Employer contribution / active EE | $10,332 | $6,252+65.3% | $5,564+85.7% | $4,866+112.3% |
| Participant deferral / active EE | $7,193 | $5,507+30.6% | $4,895+46.9% | $5,352+34.4% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,612-100.0% | $9,541-100.0% |