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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,507 | $142,430-41.4% | $115,170-27.5% | $152,897-45.4% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.5%+17.5pp |
| Annual return | 29.91% | 41.48%-11.6pp | 35.60%-5.7pp | 345.43%-315.5pp |
| Employer contribution / active EE | $10,960 | $4,011+173.3% | $3,179+244.7% | $4,764+130.1% |
| Participant deferral / active EE | $14,142 | $5,165+173.8% | $4,169+239.2% | $5,851+141.7% |
| Admin fee / account holder | $20 | $8,464-99.8% | $7,089-99.7% | $11,599-99.8% |