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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,866 | $185,905-53.3% | $170,057-48.9% | $139,487-37.7% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 43.80% | 60.56%-16.8pp | 53.42%-9.6pp | 373.84%-330.0pp |
| Employer contribution / active EE | $27,863 | $7,597+266.7% | $6,790+310.3% | $4,755+486.0% |
| Participant deferral / active EE | $17,925 | $11,627+54.2% | $10,411+72.2% | $6,713+167.0% |
| Admin fee / account holder | $0 | $15,397-100.0% | $12,826-100.0% | $11,407-100.0% |