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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,764 | $183,516-62.0% | $155,534-55.1% | $145,884-52.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 38.69% | 61.43%-22.7pp | 64.92%-26.2pp | 551.85%-513.2pp |
| Employer contribution / active EE | $6,050 | $5,315+13.8% | $4,675+29.4% | $4,662+29.8% |
| Participant deferral / active EE | $18,917 | $6,467+192.5% | $5,630+236.0% | $6,690+182.8% |
| Admin fee / account holder | $0 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |