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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,829 | $160,040-12.6% | $147,096-4.9% | $145,877-4.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.05% | 98.49%-84.4pp | 419.75%-405.7pp | 551.28%-537.2pp |
| Employer contribution / active EE | $43,625 | $5,289+724.8% | $4,936+783.8% | $4,663+835.6% |
| Participant deferral / active EE | $23,125 | $8,429+174.4% | $8,071+186.5% | $6,691+245.6% |
| Admin fee / account holder | $40 | $15,050-99.7% | $13,005-99.7% | $13,402-99.7% |