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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,358 | $106,267+29.3% | $96,520+42.3% | $139,456-1.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 63.56% | 38.45%+25.1pp | 35.72%+27.8pp | 373.45%-309.9pp |
| Employer contribution / active EE | $6,328 | $4,105+54.1% | $3,739+69.2% | $4,753+33.1% |
| Participant deferral / active EE | $30,000 | $5,454+450.0% | $4,879+514.9% | $6,711+347.0% |
| Admin fee / account holder | $0 | $7,882-100.0% | $6,733-100.0% | $11,407-100.0% |