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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,066 | $197,625-65.6% | $177,840-61.7% | $158,966-57.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 32.64% | 58.76%-26.1pp | 48.32%-15.7pp | 302.95%-270.3pp |
| Employer contribution / active EE | $21,911 | $6,698+227.1% | $5,919+270.2% | $4,762+360.1% |
| Participant deferral / active EE | $12,789 | $8,405+52.2% | $7,714+65.8% | $5,983+113.7% |
| Admin fee / account holder | $0 | $15,405-100.0% | $12,431-100.0% | $11,250-100.0% |