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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,223 | $227,633-33.6% | $189,597-20.2% | $167,553-9.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 13.79% | 78.45%-64.7pp | 64.20%-50.4pp | 478.89%-465.1pp |
| Employer contribution / active EE | $24,143 | $5,317+354.1% | $4,412+447.2% | $4,840+398.9% |
| Participant deferral / active EE | $19,500 | $7,003+178.5% | $6,174+215.8% | $6,343+207.4% |
| Admin fee / account holder | $0 | $11,879-100.0% | $9,807-100.0% | $12,316-100.0% |