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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,750 | $106,247+27.8% | $96,515+40.7% | $139,466-2.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 14.34% | 38.47%-24.1pp | 35.73%-21.4pp | 373.66%-359.3pp |
| Employer contribution / active EE | $43,500 | $4,106+959.5% | $3,740+1063.2% | $4,754+815.0% |
| Participant deferral / active EE | $22,500 | $5,456+312.4% | $4,880+361.1% | $6,712+235.2% |
| Admin fee / account holder | $0 | $7,885-100.0% | $6,735-100.0% | $11,409-100.0% |