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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,145 | $153,311-68.6% | $109,313-56.0% | $273,972-82.4% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 128.75% | 29.86%+98.9pp | 22.07%+106.7pp | 41.46%+87.3pp |
| Employer contribution / active EE | $11,737 | $5,619+108.9% | $3,892+201.6% | $4,869+141.1% |
| Participant deferral / active EE | $3,569 | $3,932-9.2% | $3,166+12.7% | $5,287-32.5% |
| Admin fee / account holder | $0 | $8,076-100.0% | $5,666-100.0% | $10,133-100.0% |