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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,884 | $165,361-68.0% | $149,715-64.7% | $158,950-66.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 43.67% | 348.24%-304.6pp | 276.66%-233.0pp | 302.91%-259.2pp |
| Employer contribution / active EE | $10,522 | $5,103+106.2% | $4,645+126.5% | $4,762+121.0% |
| Participant deferral / active EE | $13,600 | $7,182+89.4% | $6,842+98.8% | $5,983+127.3% |
| Admin fee / account holder | $0 | $10,808-100.0% | $9,310-100.0% | $11,248-100.0% |