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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,586 | $183,592-65.9% | $155,574-59.8% | $145,877-57.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.25% | 61.37%-51.1pp | 64.87%-54.6pp | 551.28%-541.0pp |
| Employer contribution / active EE | $9,634 | $5,317+81.2% | $4,676+106.0% | $4,663+106.6% |
| Participant deferral / active EE | $8,930 | $6,466+38.1% | $5,629+58.6% | $6,691+33.5% |
| Admin fee / account holder | $0 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |