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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,290 | $201,344-48.7% | $184,243-43.9% | $145,877-29.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 60.02% | 29.01%+31.0pp | 28.82%+31.2pp | 551.28%-491.3pp |
| Employer contribution / active EE | $4,972 | $7,022-29.2% | $6,427-22.6% | $4,663+6.6% |
| Participant deferral / active EE | $11,409 | $9,807+16.3% | $9,132+24.9% | $6,691+70.5% |
| Admin fee / account holder | $0 | $16,382-100.0% | $13,914-100.0% | $13,402-100.0% |