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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,539 | $183,539-33.8% | $155,556-21.9% | $145,897-16.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.59% | 61.31%-50.7pp | 64.84%-54.2pp | 552.29%-541.7pp |
| Employer contribution / active EE | $9,953 | $5,315+87.3% | $4,675+112.9% | $4,663+113.5% |
| Participant deferral / active EE | $15,082 | $6,467+133.2% | $5,631+167.9% | $6,689+125.5% |
| Admin fee / account holder | $0 | $19,275-100.0% | $15,885-100.0% | $13,390-100.0% |