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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,992 | $183,516-43.3% | $155,534-33.1% | $145,884-28.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.29% | 61.43%-51.1pp | 64.92%-54.6pp | 551.85%-541.6pp |
| Employer contribution / active EE | $18,982 | $5,315+257.2% | $4,675+306.0% | $4,662+307.1% |
| Participant deferral / active EE | $15,250 | $6,467+135.8% | $5,630+170.9% | $6,690+128.0% |
| Admin fee / account holder | $0 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |