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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,517 | $232,540-34.0% | $185,117-17.1% | $147,586+4.0% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 13.55% | 43.03%-29.5pp | 40.50%-26.9pp | 578.59%-565.0pp |
| Employer contribution / active EE | $16,013 | $5,195+208.2% | $4,182+283.0% | $4,876+228.4% |
| Participant deferral / active EE | $0 | $5,834-100.0% | $5,045-100.0% | $5,439-100.0% |
| Admin fee / account holder | $30 | $10,275-99.7% | $8,159-99.6% | $10,886-99.7% |