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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,288 | $157,304-50.9% | $141,197-45.3% | $152,909-49.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 19.28% | 64.34%-45.1pp | 71.41%-52.1pp | 345.46%-326.2pp |
| Employer contribution / active EE | $8,280 | $5,263+57.3% | $4,736+74.8% | $4,764+73.8% |
| Participant deferral / active EE | $9,500 | $7,111+33.6% | $6,710+41.6% | $5,851+62.4% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |