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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,036 | $183,592-73.3% | $155,567-68.5% | $145,959-66.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.35% | 61.24%-49.9pp | 64.74%-53.4pp | 561.95%-550.6pp |
| Employer contribution / active EE | $11,170 | $5,315+110.2% | $4,674+139.0% | $4,661+139.7% |
| Participant deferral / active EE | $7,075 | $6,464+9.4% | $5,628+25.7% | $6,689+5.8% |
| Admin fee / account holder | $17 | $19,318-99.9% | $15,916-99.9% | $13,398-99.9% |