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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,779 | $185,883-57.6% | $170,043-53.7% | $139,466-43.5% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 32.58% | 60.54%-28.0pp | 53.40%-20.8pp | 373.66%-341.1pp |
| Employer contribution / active EE | $15,620 | $7,596+105.6% | $6,790+130.0% | $4,754+228.6% |
| Participant deferral / active EE | $26,250 | $11,626+125.8% | $10,410+152.2% | $6,712+291.1% |
| Admin fee / account holder | $20 | $15,393-99.9% | $12,824-99.8% | $11,409-99.8% |