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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,477 | $227,597-50.1% | $189,575-40.1% | $167,536-32.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 22.38% | 78.44%-56.1pp | 64.19%-41.8pp | 478.82%-456.4pp |
| Employer contribution / active EE | $11,499 | $5,316+116.3% | $4,412+160.6% | $4,839+137.6% |
| Participant deferral / active EE | $7,874 | $7,002+12.5% | $6,174+27.5% | $6,342+24.2% |
| Admin fee / account holder | $0 | $11,877-100.0% | $9,806-100.0% | $12,315-100.0% |