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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,822 | $183,539-86.5% | $155,556-84.0% | $145,897-83.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 66.14% | 61.31%+4.8pp | 64.84%+1.3pp | 552.29%-486.1pp |
| Employer contribution / active EE | $6,000 | $5,315+12.9% | $4,675+28.3% | $4,663+28.7% |
| Participant deferral / active EE | $7,746 | $6,467+19.8% | $5,631+37.6% | $6,689+15.8% |
| Admin fee / account holder | $0 | $19,275-100.0% | $15,885-100.0% | $13,390-100.0% |