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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,022 | $183,627-68.4% | $155,602-62.7% | $145,978-60.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 56.94% | 61.32%-4.4pp | 64.81%-7.9pp | 550.52%-493.6pp |
| Employer contribution / active EE | $10,306 | $5,316+93.9% | $4,675+120.4% | $4,662+121.1% |
| Participant deferral / active EE | $7,333 | $6,466+13.4% | $5,629+30.3% | $6,690+9.6% |
| Admin fee / account holder | $0 | $19,327-100.0% | $15,923-100.0% | $13,400-100.0% |