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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,588 | $183,516-81.2% | $155,534-77.8% | $145,884-76.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.27% | 61.43%-48.2pp | 64.92%-51.6pp | 551.85%-538.6pp |
| Employer contribution / active EE | $16,027 | $5,315+201.6% | $4,675+242.8% | $4,662+243.8% |
| Participant deferral / active EE | $2,009 | $6,467-68.9% | $5,630-64.3% | $6,690-70.0% |
| Admin fee / account holder | $0 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |