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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,482 | $157,296-58.4% | $141,191-53.6% | $152,897-57.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 20.81% | 64.34%-43.5pp | 71.41%-50.6pp | 345.43%-324.6pp |
| Employer contribution / active EE | $14,285 | $5,262+171.5% | $4,736+201.6% | $4,764+199.9% |
| Participant deferral / active EE | $11,000 | $7,111+54.7% | $6,710+63.9% | $5,851+88.0% |
| Admin fee / account holder | $61 | $12,125-99.5% | $10,264-99.4% | $11,599-99.5% |