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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,872 | $108,911-45.0% | $100,392-40.4% | $145,884-59.0% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 11.16% | 58.23%-47.1pp | 49.45%-38.3pp | 551.85%-540.7pp |
| Employer contribution / active EE | $8,807 | $4,420+99.3% | $3,941+123.4% | $4,662+88.9% |
| Participant deferral / active EE | $7,899 | $8,459-6.6% | $8,090-2.4% | $6,690+18.1% |
| Admin fee / account holder | $0 | $9,698-100.0% | $7,904-100.0% | $13,392-100.0% |