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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,115 | $101,618-39.9% | $93,063-34.3% | $137,256-55.5% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 15.53% | 223.95%-208.4pp | 34.15%-18.6pp | 220.34%-204.8pp |
| Employer contribution / active EE | $4,420 | $2,707+63.3% | $2,476+78.5% | $4,156+6.3% |
| Participant deferral / active EE | $10,510 | $4,279+145.6% | $3,958+165.5% | $6,407+64.0% |
| Admin fee / account holder | $0 | $6,198-100.0% | $6,033-100.0% | $12,270-100.0% |