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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,764 | $201,370-55.4% | $184,256-51.3% | $145,897-38.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 21.83% | 29.05%-7.2pp | 28.85%-7.0pp | 552.29%-530.5pp |
| Employer contribution / active EE | $16,500 | $7,024+134.9% | $6,427+156.7% | $4,663+253.9% |
| Participant deferral / active EE | $0 | $9,808-100.0% | $9,133-100.0% | $6,689-100.0% |
| Admin fee / account holder | $60 | $16,364-99.6% | $13,899-99.6% | $13,390-99.6% |