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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,084 | $223,823-36.1% | $211,142-32.2% | $154,746-7.5% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 35.77% | 50.39%-14.6pp | 46.84%-11.1pp | 172.34%-136.6pp |
| Employer contribution / active EE | $46,500 | $6,787+585.2% | $6,442+621.8% | $4,379+961.9% |
| Participant deferral / active EE | $31,000 | $9,750+217.9% | $9,284+233.9% | $6,730+360.6% |
| Admin fee / account holder | $15 | $19,707-99.9% | $19,076-99.9% | $14,365-99.9% |