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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,579 | $183,539-43.0% | $155,556-32.8% | $145,897-28.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.24% | 61.31%-47.1pp | 64.84%-50.6pp | 552.29%-538.1pp |
| Employer contribution / active EE | $20,525 | $5,315+286.1% | $4,675+339.0% | $4,663+340.2% |
| Participant deferral / active EE | $10,663 | $6,467+64.9% | $5,631+89.4% | $6,689+59.4% |
| Admin fee / account holder | $271 | $19,275-98.6% | $15,885-98.3% | $13,390-98.0% |