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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,485 | $168,635-78.4% | $147,617-75.3% | $125,389-70.9% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -1.31% | 77.65%-79.0pp | 61.98%-63.3pp | 282.24%-283.6pp |
| Employer contribution / active EE | $12,966 | $6,252+107.4% | $5,564+133.0% | $4,866+166.4% |
| Participant deferral / active EE | $6,510 | $5,507+18.2% | $4,895+33.0% | $5,352+21.6% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,612-100.0% | $9,541-100.0% |