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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,773 | $97,125+72.7% | $86,233+94.6% | $137,256+22.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 18.83% | 74.19%-55.4pp | 61.39%-42.6pp | 220.34%-201.5pp |
| Employer contribution / active EE | $37,000 | $2,841+1202.2% | $2,504+1377.4% | $4,156+790.3% |
| Participant deferral / active EE | $30,500 | $5,180+488.8% | $4,559+569.0% | $6,407+376.1% |
| Admin fee / account holder | $7 | $9,725-99.9% | $8,342-99.9% | $12,270-99.9% |