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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,125 | $138,076-40.5% | $123,553-33.5% | $135,380-39.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 205.61% | 153.70%+51.9pp | 119.21%+86.4pp | 519.81%-314.2pp |
| Employer contribution / active EE | $7,325 | $5,152+42.2% | $4,628+58.3% | $4,779+53.3% |
| Participant deferral / active EE | $10,650 | $6,800+56.6% | $6,426+65.7% | $5,609+89.9% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,828-100.0% |