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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,469 | $197,637-57.8% | $177,848-53.1% | $158,982-47.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 26.45% | 58.77%-32.3pp | 48.33%-21.9pp | 302.99%-276.5pp |
| Employer contribution / active EE | $11,076 | $6,698+65.4% | $5,919+87.1% | $4,763+132.5% |
| Participant deferral / active EE | $10,153 | $8,405+20.8% | $7,714+31.6% | $5,983+69.7% |
| Admin fee / account holder | $0 | $15,406-100.0% | $12,431-100.0% | $11,252-100.0% |