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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,775 | $132,634-45.9% | $115,768-38.0% | $137,256-47.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 24.10% | 160.70%-136.6pp | 100.46%-76.4pp | 220.34%-196.2pp |
| Employer contribution / active EE | $5,669 | $3,360+68.7% | $2,940+92.8% | $4,156+36.4% |
| Participant deferral / active EE | $12,854 | $5,619+128.8% | $4,917+161.4% | $6,407+100.6% |
| Admin fee / account holder | $0 | $15,028-100.0% | $12,439-100.0% | $12,270-100.0% |