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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,965 | $183,539-50.4% | $155,556-41.5% | $145,897-37.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.34% | 61.31%-47.0pp | 64.84%-50.5pp | 552.29%-538.0pp |
| Employer contribution / active EE | $14,184 | $5,315+166.9% | $4,675+203.4% | $4,663+204.2% |
| Participant deferral / active EE | $17,139 | $6,467+165.0% | $5,631+204.4% | $6,689+156.2% |
| Admin fee / account holder | $0 | $19,275-100.0% | $15,885-100.0% | $13,390-100.0% |