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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,834 | $183,516-65.2% | $155,534-59.0% | $145,884-56.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.74% | 61.43%-47.7pp | 64.92%-51.2pp | 551.85%-538.1pp |
| Employer contribution / active EE | $17,016 | $5,315+220.2% | $4,675+264.0% | $4,662+265.0% |
| Participant deferral / active EE | $7,666 | $6,467+18.5% | $5,630+36.2% | $6,690+14.6% |
| Admin fee / account holder | $10 | $19,293-99.9% | $15,900-99.9% | $13,392-99.9% |