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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,709 | $152,460-66.7% | $118,746-57.3% | $147,586-65.6% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.3%+21.7pp | 82.8%+17.2pp |
| Annual return | 15.65% | 17.41%-1.8pp | 24.54%-8.9pp | 578.59%-562.9pp |
| Employer contribution / active EE | $11,472 | $5,046+127.4% | $4,193+173.6% | $4,876+135.3% |
| Participant deferral / active EE | $8,333 | $6,212+34.1% | $5,332+56.3% | $5,439+53.2% |
| Admin fee / account holder | $0 | $16,953-100.0% | $10,720-100.0% | $10,886-100.0% |