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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,900 | $185,856-57.5% | $170,028-53.6% | $139,456-43.4% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 14.33% | 60.52%-46.2pp | 53.39%-39.1pp | 373.45%-359.1pp |
| Employer contribution / active EE | $24,917 | $7,593+228.2% | $6,788+267.1% | $4,753+424.3% |
| Participant deferral / active EE | $19,218 | $11,623+65.3% | $10,409+84.6% | $6,711+186.3% |
| Admin fee / account holder | $200 | $15,387-98.7% | $12,820-98.4% | $11,407-98.3% |