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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,245 | $157,270-37.5% | $141,173-30.4% | $152,870-35.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 18.29% | 64.33%-46.0pp | 71.40%-53.1pp | 345.34%-327.1pp |
| Employer contribution / active EE | $11,902 | $5,261+126.2% | $4,735+151.3% | $4,763+149.9% |
| Participant deferral / active EE | $13,100 | $7,110+84.3% | $6,710+95.2% | $5,850+123.9% |
| Admin fee / account holder | $0 | $12,121-100.0% | $10,262-100.0% | $11,597-100.0% |