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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,005 | $150,207-55.4% | $120,380-44.3% | $145,978-54.1% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 21.43% | 154.28%-132.9pp | 107.28%-85.8pp | 550.52%-529.1pp |
| Employer contribution / active EE | $8,015 | $4,351+84.2% | $3,465+131.3% | $4,662+71.9% |
| Participant deferral / active EE | $11,101 | $6,175+79.8% | $4,992+122.4% | $6,690+65.9% |
| Admin fee / account holder | $0 | $12,203-100.0% | $9,421-100.0% | $13,400-100.0% |