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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,005 | $150,346-55.4% | $120,524-44.4% | $145,877-54.1% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 21.43% | 154.40%-133.0pp | 107.36%-85.9pp | 551.28%-529.9pp |
| Employer contribution / active EE | $8,015 | $4,353+84.1% | $3,469+131.0% | $4,663+71.9% |
| Participant deferral / active EE | $11,101 | $6,172+79.9% | $4,994+122.3% | $6,691+65.9% |
| Admin fee / account holder | $0 | $12,215-100.0% | $9,440-100.0% | $13,402-100.0% |