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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,876 | $58,311+21.5% | $81,882-13.4% | $80,959-12.5% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | 50.32% | 41.85%+8.5pp | 779.47%-729.1pp | 35.67%+14.7pp |
| Employer contribution / active EE | $9,431 | $2,347+301.9% | $2,916+223.4% | $2,757+242.1% |
| Participant deferral / active EE | $15,184 | $3,287+361.9% | $4,323+251.2% | $4,300+253.1% |
| Admin fee / account holder | $0 | $4,752-100.0% | $7,360-100.0% | $6,925-100.0% |