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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,717 | $85,060+59.6% | $70,565+92.3% | $139,487-2.7% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.4%+31.6pp | 80.3%+19.7pp |
| Annual return | 38.15% | 30.39%+7.8pp | 32.79%+5.4pp | 373.84%-335.7pp |
| Employer contribution / active EE | $43,500 | $3,912+1012.0% | $2,976+1361.8% | $4,755+814.9% |
| Participant deferral / active EE | $30,000 | $5,891+409.2% | $4,568+556.7% | $6,713+346.9% |
| Admin fee / account holder | $0 | $8,932-100.0% | $6,430-100.0% | $11,407-100.0% |