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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,820 | $227,633-57.5% | $189,597-48.9% | $167,553-42.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 12.43% | 78.45%-66.0pp | 64.20%-51.8pp | 478.89%-466.5pp |
| Employer contribution / active EE | $12,505 | $5,317+135.2% | $4,412+183.4% | $4,840+158.4% |
| Participant deferral / active EE | $5,913 | $7,003-15.6% | $6,174-4.2% | $6,343-6.8% |
| Admin fee / account holder | $134 | $11,879-98.9% | $9,807-98.6% | $12,316-98.9% |