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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $186,709 | $117,846+58.4% | $102,434+82.3% | $145,884+28.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 15.77% | 31.90%-16.1pp | 29.46%-13.7pp | 551.85%-536.1pp |
| Employer contribution / active EE | $32,625 | $3,615+802.5% | $3,023+979.1% | $4,662+599.8% |
| Participant deferral / active EE | $16,000 | $5,733+179.1% | $5,055+216.5% | $6,690+139.2% |
| Admin fee / account holder | $0 | $13,356-100.0% | $9,462-100.0% | $13,392-100.0% |