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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,567 | $183,539-42.5% | $155,556-32.1% | $145,897-27.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.67% | 61.31%-49.6pp | 64.84%-53.2pp | 552.29%-540.6pp |
| Employer contribution / active EE | $10,351 | $5,315+94.7% | $4,675+121.4% | $4,663+122.0% |
| Participant deferral / active EE | $11,140 | $6,467+72.3% | $5,631+97.8% | $6,689+66.5% |
| Admin fee / account holder | $86 | $19,275-99.6% | $15,885-99.5% | $13,390-99.4% |