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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,588 | $183,592-44.1% | $155,574-34.1% | $145,877-29.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.41% | 61.37%-47.0pp | 64.87%-50.5pp | 551.28%-536.9pp |
| Employer contribution / active EE | $11,767 | $5,317+121.3% | $4,676+151.7% | $4,663+152.4% |
| Participant deferral / active EE | $8,450 | $6,466+30.7% | $5,629+50.1% | $6,691+26.3% |
| Admin fee / account holder | $0 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |