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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $187,093 | $185,905+0.6% | $170,057+10.0% | $139,487+34.1% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 32.24% | 60.56%-28.3pp | 53.42%-21.2pp | 373.84%-341.6pp |
| Employer contribution / active EE | $20,750 | $7,597+173.1% | $6,790+205.6% | $4,755+336.4% |
| Participant deferral / active EE | $15,000 | $11,627+29.0% | $10,411+44.1% | $6,713+123.5% |
| Admin fee / account holder | $0 | $15,397-100.0% | $12,826-100.0% | $11,407-100.0% |