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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,534 | $159,934-26.5% | $147,005-20.0% | $145,959-19.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.52% | 98.24%-87.7pp | 418.76%-408.2pp | 561.95%-551.4pp |
| Employer contribution / active EE | $29,250 | $5,287+453.2% | $4,934+492.8% | $4,661+527.6% |
| Participant deferral / active EE | $26,750 | $8,427+217.4% | $8,070+231.5% | $6,689+299.9% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,398-100.0% |