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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,175 | $96,236+18.6% | $136,072-16.1% | $80,935+41.1% |
| Participation rate | 100.0% | 71.2%+28.8pp | 76.4%+23.6pp | 67.7%+32.3pp |
| Annual return | 39.11% | 28.74%+10.4pp | 580.46%-541.3pp | 35.66%+3.5pp |
| Employer contribution / active EE | $4,590 | $3,350+37.0% | $4,216+8.9% | $2,757+66.5% |
| Participant deferral / active EE | $0 | $5,709-100.0% | $7,028-100.0% | $4,299-100.0% |
| Admin fee / account holder | $0 | $8,250-100.0% | $6,718-100.0% | $6,924-100.0% |