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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,254 | $185,905-64.4% | $170,057-61.0% | $139,487-52.5% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 23.61% | 60.56%-37.0pp | 53.42%-29.8pp | 373.84%-350.2pp |
| Employer contribution / active EE | $11,324 | $7,597+49.1% | $6,790+66.8% | $4,755+138.2% |
| Participant deferral / active EE | $20,468 | $11,627+76.0% | $10,411+96.6% | $6,713+204.9% |
| Admin fee / account holder | $0 | $15,397-100.0% | $12,826-100.0% | $11,407-100.0% |