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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,897 | $185,905-29.1% | $170,057-22.4% | $139,487-5.4% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 12.50% | 60.56%-48.1pp | 53.42%-40.9pp | 373.84%-361.3pp |
| Employer contribution / active EE | $19,800 | $7,597+160.6% | $6,790+191.6% | $4,755+316.4% |
| Participant deferral / active EE | $26,250 | $11,627+125.8% | $10,411+152.1% | $6,713+291.1% |
| Admin fee / account holder | $0 | $15,397-100.0% | $12,826-100.0% | $11,407-100.0% |