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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,564 | $183,592-52.8% | $155,574-44.4% | $145,877-40.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.43% | 61.37%-45.9pp | 64.87%-49.4pp | 551.28%-535.9pp |
| Employer contribution / active EE | $4,500 | $5,317-15.4% | $4,676-3.8% | $4,663-3.5% |
| Participant deferral / active EE | $15,546 | $6,466+140.4% | $5,629+176.2% | $6,691+132.4% |
| Admin fee / account holder | $0 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |