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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $161,231 | $165,381-2.5% | $149,730+7.7% | $158,966+1.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 32.67% | 348.29%-315.6pp | 276.70%-244.0pp | 302.95%-270.3pp |
| Employer contribution / active EE | $28,750 | $5,104+463.3% | $4,645+518.9% | $4,762+503.7% |
| Participant deferral / active EE | $19,000 | $7,182+164.5% | $6,843+177.7% | $5,983+217.6% |
| Admin fee / account holder | $0 | $10,809-100.0% | $9,310-100.0% | $11,250-100.0% |