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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,535 | $183,592-83.9% | $155,574-81.0% | $145,877-79.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 17.33% | 61.37%-44.0pp | 64.87%-47.5pp | 551.28%-534.0pp |
| Employer contribution / active EE | $12,800 | $5,317+140.8% | $4,676+173.8% | $4,663+174.5% |
| Participant deferral / active EE | $6,461 | $6,466-0.1% | $5,629+14.8% | $6,691-3.4% |
| Admin fee / account holder | $0 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |