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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,695 | $183,592-74.0% | $155,574-69.3% | $145,877-67.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.34% | 61.37%-46.0pp | 64.87%-49.5pp | 551.28%-535.9pp |
| Employer contribution / active EE | $10,518 | $5,317+97.8% | $4,676+125.0% | $4,663+125.6% |
| Participant deferral / active EE | $6,165 | $6,466-4.7% | $5,629+9.5% | $6,691-7.9% |
| Admin fee / account holder | $0 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |