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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,928 | $157,296-56.8% | $141,191-51.9% | $152,897-55.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 39.23% | 64.34%-25.1pp | 71.41%-32.2pp | 345.43%-306.2pp |
| Employer contribution / active EE | $7,273 | $5,262+38.2% | $4,736+53.6% | $4,764+52.7% |
| Participant deferral / active EE | $7,273 | $7,111+2.3% | $6,710+8.4% | $5,851+24.3% |
| Admin fee / account holder | $0 | $12,125-100.0% | $10,264-100.0% | $11,599-100.0% |