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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $185,874 | $166,131+11.9% | $164,975+12.7% | $145,877+27.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 23.96% | 100.37%-76.4pp | 70.12%-46.2pp | 551.28%-527.3pp |
| Employer contribution / active EE | $16,350 | $5,276+209.9% | $4,343+276.5% | $4,663+250.6% |
| Participant deferral / active EE | $26,750 | $6,962+284.2% | $6,033+343.4% | $6,691+299.8% |
| Admin fee / account holder | $0 | $16,648-100.0% | $12,688-100.0% | $13,402-100.0% |