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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,579 | $99,345-61.2% | $84,753-54.5% | $273,972-85.9% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 147.94% | 22.93%+125.0pp | 22.78%+125.2pp | 41.46%+106.5pp |
| Employer contribution / active EE | $9,284 | $4,214+120.3% | $3,574+159.7% | $4,869+90.7% |
| Participant deferral / active EE | $6,137 | $4,270+43.7% | $3,712+65.3% | $5,287+16.1% |
| Admin fee / account holder | $0 | $6,645-100.0% | $5,333-100.0% | $10,133-100.0% |