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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,469 | $152,612-34.8% | $125,192-20.5% | $152,897-34.9% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 60.81% | 54.85%+6.0pp | 43.79%+17.0pp | 345.43%-284.6pp |
| Employer contribution / active EE | $9,236 | $4,947+86.7% | $3,866+138.9% | $4,764+93.9% |
| Participant deferral / active EE | $16,166 | $5,868+175.5% | $4,937+227.4% | $5,851+176.3% |
| Admin fee / account holder | $19 | $13,437-99.9% | $9,704-99.8% | $11,599-99.8% |