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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,262 | $183,516-62.3% | $155,534-55.5% | $145,884-52.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 23.09% | 61.43%-38.3pp | 64.92%-41.8pp | 551.85%-528.8pp |
| Employer contribution / active EE | $12,182 | $5,315+129.2% | $4,675+160.6% | $4,662+161.3% |
| Participant deferral / active EE | $18,393 | $6,467+184.4% | $5,630+226.7% | $6,690+175.0% |
| Admin fee / account holder | $0 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |