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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,194 | $166,089-47.5% | $164,928-47.1% | $145,978-40.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 15.19% | 100.26%-85.1pp | 70.08%-54.9pp | 550.52%-535.3pp |
| Employer contribution / active EE | $8,400 | $5,276+59.2% | $4,343+93.4% | $4,662+80.2% |
| Participant deferral / active EE | $26,750 | $6,961+284.3% | $6,034+343.4% | $6,690+299.9% |
| Admin fee / account holder | $0 | $16,641-100.0% | $12,684-100.0% | $13,400-100.0% |