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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,591 | $183,592-67.5% | $155,567-61.7% | $145,959-59.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.73% | 61.24%-50.5pp | 64.74%-54.0pp | 561.95%-551.2pp |
| Employer contribution / active EE | $9,550 | $5,315+79.7% | $4,674+104.3% | $4,661+104.9% |
| Participant deferral / active EE | $10,167 | $6,464+57.3% | $5,628+80.7% | $6,689+52.0% |
| Admin fee / account holder | $0 | $19,318-100.0% | $15,916-100.0% | $13,398-100.0% |