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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,449 | $176,402-7.3% | $134,162+21.8% | $158,966+2.8% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 7.84% | 63.66%-55.8pp | 36.35%-28.5pp | 302.95%-295.1pp |
| Employer contribution / active EE | $20,211 | $5,042+300.8% | $3,705+445.5% | $4,762+324.4% |
| Participant deferral / active EE | $9,750 | $4,093+138.2% | $3,500+178.6% | $5,983+63.0% |
| Admin fee / account holder | $0 | $8,719-100.0% | $6,685-100.0% | $11,250-100.0% |