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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,713 | $157,304-53.8% | $141,197-48.5% | $152,909-52.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 35.83% | 64.34%-28.5pp | 71.41%-35.6pp | 345.46%-309.6pp |
| Employer contribution / active EE | $16,719 | $5,263+217.7% | $4,736+253.0% | $4,764+250.9% |
| Participant deferral / active EE | $18,320 | $7,111+157.6% | $6,710+173.0% | $5,851+213.1% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |