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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,568 | $157,296-58.3% | $141,191-53.6% | $152,897-57.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 20.00% | 64.34%-44.3pp | 71.41%-51.4pp | 345.43%-325.4pp |
| Employer contribution / active EE | $16,685 | $5,262+217.1% | $4,736+252.3% | $4,764+250.3% |
| Participant deferral / active EE | $8,765 | $7,111+23.3% | $6,710+30.6% | $5,851+49.8% |
| Admin fee / account holder | $0 | $12,125-100.0% | $10,264-100.0% | $11,599-100.0% |