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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,553 | $77,449+18.2% | $69,483+31.8% | $152,909-40.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 42.62% | 39.09%+3.5pp | 28.99%+13.6pp | 345.46%-302.8pp |
| Employer contribution / active EE | $33,100 | $3,316+898.3% | $2,780+1090.8% | $4,764+594.8% |
| Participant deferral / active EE | $25,000 | $4,415+466.3% | $3,537+606.9% | $5,851+327.3% |
| Admin fee / account holder | $0 | $6,210-100.0% | $3,841-100.0% | $11,601-100.0% |