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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,124 | $115,810+14.1% | $101,271+30.5% | $158,966-16.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 36.52% | 56.15%-19.6pp | 46.48%-10.0pp | 302.95%-266.4pp |
| Employer contribution / active EE | $27,000 | $4,175+546.6% | $3,660+637.7% | $4,762+466.9% |
| Participant deferral / active EE | $14,304 | $4,958+188.5% | $4,371+227.3% | $5,983+139.1% |
| Admin fee / account holder | $0 | $7,248-100.0% | $5,948-100.0% | $11,250-100.0% |