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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,633 | $183,539-41.9% | $155,556-31.5% | $145,897-26.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.46% | 61.31%-49.8pp | 64.84%-53.4pp | 552.29%-540.8pp |
| Employer contribution / active EE | $9,328 | $5,315+75.5% | $4,675+99.5% | $4,663+100.1% |
| Participant deferral / active EE | $8,253 | $6,467+27.6% | $5,631+46.6% | $6,689+23.4% |
| Admin fee / account holder | $40 | $19,275-99.8% | $15,885-99.7% | $13,390-99.7% |