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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,116 | $183,539-80.3% | $155,556-76.8% | $145,897-75.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 16.36% | 61.31%-44.9pp | 64.84%-48.5pp | 552.29%-535.9pp |
| Employer contribution / active EE | $13,425 | $5,315+152.6% | $4,675+187.1% | $4,663+187.9% |
| Participant deferral / active EE | $4,485 | $6,467-30.6% | $5,631-20.3% | $6,689-33.0% |
| Admin fee / account holder | $0 | $19,275-100.0% | $15,885-100.0% | $13,390-100.0% |