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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,870 | $183,627-77.7% | $155,602-73.7% | $145,978-72.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.29% | 61.32%-48.0pp | 64.81%-51.5pp | 550.52%-537.2pp |
| Employer contribution / active EE | $16,128 | $5,316+203.4% | $4,675+245.0% | $4,662+246.0% |
| Participant deferral / active EE | $7,167 | $6,466+10.9% | $5,629+27.3% | $6,690+7.1% |
| Admin fee / account holder | $0 | $19,327-100.0% | $15,923-100.0% | $13,400-100.0% |