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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,943 | $755,339-92.7% | $379,746-85.5% | $158,982-65.4% |
| Participation rate | 100.0% | 81.8%+18.2pp | 78.4%+21.6pp | 82.0%+18.0pp |
| Annual return | 9.73% | 53.41%-43.7pp | 34.90%-25.2pp | 302.99%-293.3pp |
| Employer contribution / active EE | $16,560 | $4,685+253.4% | $3,540+367.8% | $4,763+247.7% |
| Participant deferral / active EE | $10,432 | $7,938+31.4% | $6,024+73.2% | $5,983+74.3% |
| Admin fee / account holder | $201 | $14,482-98.6% | $7,927-97.5% | $11,252-98.2% |