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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,513 | $183,592-70.9% | $155,574-65.6% | $145,877-63.3% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 40.67% | 61.37%-20.7pp | 64.87%-24.2pp | 551.28%-510.6pp |
| Employer contribution / active EE | $12,867 | $5,317+142.0% | $4,676+175.2% | $4,663+175.9% |
| Participant deferral / active EE | $6,554 | $6,466+1.4% | $5,629+16.4% | $6,691-2.0% |
| Admin fee / account holder | $0 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |