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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,380 | $157,276-62.2% | $141,177-57.9% | $152,885-61.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 37.25% | 64.33%-27.1pp | 71.40%-34.2pp | 345.39%-308.1pp |
| Employer contribution / active EE | $14,942 | $5,262+184.0% | $4,736+215.5% | $4,763+213.7% |
| Participant deferral / active EE | $8,167 | $7,110+14.9% | $6,710+21.7% | $5,851+39.6% |
| Admin fee / account holder | $15 | $12,123-99.9% | $10,263-99.9% | $11,598-99.9% |