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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,727 | $157,276-56.9% | $141,177-52.0% | $152,885-55.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 19.50% | 64.33%-44.8pp | 71.40%-51.9pp | 345.39%-325.9pp |
| Employer contribution / active EE | $9,476 | $5,262+80.1% | $4,736+100.1% | $4,763+98.9% |
| Participant deferral / active EE | $8,557 | $7,110+20.3% | $6,710+27.5% | $5,851+46.2% |
| Admin fee / account holder | $0 | $12,123-100.0% | $10,263-100.0% | $11,598-100.0% |