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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,379 | $168,636-76.1% | $147,618-72.6% | $125,388-67.8% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -1.28% | 77.65%-78.9pp | 61.98%-63.3pp | 282.24%-283.5pp |
| Employer contribution / active EE | $12,155 | $6,252+94.4% | $5,565+118.4% | $4,866+149.8% |
| Participant deferral / active EE | $12,000 | $5,507+117.9% | $4,895+145.1% | $5,352+124.2% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,612-100.0% | $9,541-100.0% |