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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $170,884 | $149,333+14.4% | $106,387+60.6% | $135,380+26.2% |
| Participation rate | 100.0% | 81.5%+18.5pp | 77.5%+22.5pp | 82.6%+17.4pp |
| Annual return | 24.40% | 0.52%+23.9pp | 0.25%+24.2pp | 519.81%-495.4pp |
| Employer contribution / active EE | $16,500 | $4,984+231.1% | $3,520+368.8% | $4,779+245.3% |
| Participant deferral / active EE | $24,500 | $7,230+238.9% | $5,421+351.9% | $5,609+336.8% |
| Admin fee / account holder | $0 | $15,952-100.0% | $7,510-100.0% | $10,828-100.0% |