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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,051 | $183,516-50.4% | $155,534-41.5% | $145,884-37.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 22.38% | 61.43%-39.0pp | 64.92%-42.5pp | 551.85%-529.5pp |
| Employer contribution / active EE | $30,500 | $5,315+473.9% | $4,675+552.4% | $4,662+554.2% |
| Participant deferral / active EE | $12,000 | $6,467+85.6% | $5,630+113.1% | $6,690+79.4% |
| Admin fee / account holder | $0 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |