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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,316 | $157,304-76.9% | $141,197-74.3% | $152,909-76.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 35.93% | 64.34%-28.4pp | 71.41%-35.5pp | 345.46%-309.5pp |
| Employer contribution / active EE | $11,139 | $5,263+111.7% | $4,736+135.2% | $4,764+133.8% |
| Participant deferral / active EE | $11,981 | $7,111+68.5% | $6,710+78.5% | $5,851+104.7% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |