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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,831 | $183,516-45.6% | $155,534-35.8% | $145,884-31.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.41% | 61.43%-50.0pp | 64.92%-53.5pp | 551.85%-540.4pp |
| Employer contribution / active EE | $8,697 | $5,315+63.6% | $4,675+86.0% | $4,662+86.5% |
| Participant deferral / active EE | $5,769 | $6,467-10.8% | $5,630+2.5% | $6,690-13.8% |
| Admin fee / account holder | $0 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |