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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,796 | $157,296-30.2% | $141,191-22.2% | $152,897-28.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 14.60% | 64.34%-49.7pp | 71.41%-56.8pp | 345.43%-330.8pp |
| Employer contribution / active EE | $10,467 | $5,262+98.9% | $4,736+121.0% | $4,764+119.7% |
| Participant deferral / active EE | $12,500 | $7,111+75.8% | $6,710+86.3% | $5,851+113.6% |
| Admin fee / account holder | $0 | $12,125-100.0% | $10,264-100.0% | $11,599-100.0% |