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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,375 | $152,619-62.4% | $125,195-54.2% | $152,909-62.5% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 18.62% | 54.85%-36.2pp | 43.79%-25.2pp | 345.46%-326.8pp |
| Employer contribution / active EE | $6,916 | $4,947+39.8% | $3,866+78.9% | $4,764+45.2% |
| Participant deferral / active EE | $7,303 | $5,869+24.4% | $4,937+47.9% | $5,851+24.8% |
| Admin fee / account holder | $0 | $13,437-100.0% | $9,704-100.0% | $11,601-100.0% |