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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,022 | $183,516-27.5% | $155,534-14.5% | $145,884-8.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 66.20% | 61.43%+4.8pp | 64.92%+1.3pp | 551.85%-485.6pp |
| Employer contribution / active EE | $14,209 | $5,315+167.4% | $4,675+203.9% | $4,662+204.8% |
| Participant deferral / active EE | $4,640 | $6,467-28.2% | $5,630-17.6% | $6,690-30.6% |
| Admin fee / account holder | $0 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |