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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,908 | $160,040-56.3% | $147,096-52.5% | $145,877-52.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.91% | 98.49%-86.6pp | 419.75%-407.8pp | 551.28%-539.4pp |
| Employer contribution / active EE | $21,775 | $5,289+311.7% | $4,936+341.1% | $4,663+367.0% |
| Participant deferral / active EE | $8,589 | $8,429+1.9% | $8,071+6.4% | $6,691+28.4% |
| Admin fee / account holder | $0 | $15,050-100.0% | $13,005-100.0% | $13,402-100.0% |