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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $191,223 | $157,276+21.6% | $141,177+35.4% | $152,885+25.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 26.28% | 64.33%-38.1pp | 71.40%-45.1pp | 345.39%-319.1pp |
| Employer contribution / active EE | $25,667 | $5,262+387.8% | $4,736+442.0% | $4,763+438.9% |
| Participant deferral / active EE | $23,000 | $7,110+223.5% | $6,710+242.8% | $5,851+293.1% |
| Admin fee / account holder | $0 | $12,123-100.0% | $10,263-100.0% | $11,598-100.0% |