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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,438 | $183,592-53.5% | $155,567-45.1% | $145,959-41.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 28.13% | 61.24%-33.1pp | 64.74%-36.6pp | 561.95%-533.8pp |
| Employer contribution / active EE | $6,113 | $5,315+15.0% | $4,674+30.8% | $4,661+31.2% |
| Participant deferral / active EE | $17,833 | $6,464+175.9% | $5,628+216.9% | $6,689+166.6% |
| Admin fee / account holder | $0 | $19,318-100.0% | $15,916-100.0% | $13,398-100.0% |