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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,717 | $165,939-41.7% | $122,354-21.0% | $147,586-34.5% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 44.82% | 34.56%+10.3pp | 30.28%+14.5pp | 578.59%-533.8pp |
| Employer contribution / active EE | $18,052 | $5,754+213.7% | $4,051+345.6% | $4,876+270.2% |
| Participant deferral / active EE | $8,960 | $4,005+123.7% | $3,287+172.6% | $5,439+64.7% |
| Admin fee / account holder | $0 | $7,425-100.0% | $5,479-100.0% | $10,886-100.0% |