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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,734 | $168,635-23.7% | $147,617-12.8% | $125,389+2.7% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 155.57% | 77.65%+77.9pp | 61.98%+93.6pp | 282.24%-126.7pp |
| Employer contribution / active EE | $29,400 | $6,252+370.2% | $5,564+428.4% | $4,866+504.2% |
| Participant deferral / active EE | $18,000 | $5,507+226.9% | $4,895+267.7% | $5,352+236.3% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,612-100.0% | $9,541-100.0% |