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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,657 | $183,627-58.3% | $155,602-50.7% | $145,978-47.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.81% | 61.32%-49.5pp | 64.81%-53.0pp | 550.52%-538.7pp |
| Employer contribution / active EE | $10,516 | $5,316+97.8% | $4,675+124.9% | $4,662+125.6% |
| Participant deferral / active EE | $5,710 | $6,466-11.7% | $5,629+1.4% | $6,690-14.6% |
| Admin fee / account holder | $0 | $19,327-100.0% | $15,923-100.0% | $13,400-100.0% |