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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,367 | $165,399-30.2% | $149,745-23.0% | $158,982-27.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 31.50% | 348.34%-316.8pp | 276.72%-245.2pp | 302.99%-271.5pp |
| Employer contribution / active EE | $42,375 | $5,105+730.1% | $4,646+812.1% | $4,763+789.7% |
| Participant deferral / active EE | $32,500 | $7,183+352.5% | $6,843+374.9% | $5,983+443.2% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |