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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,977 | $114,119+20.0% | $107,187+27.8% | $138,895-1.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 19.11% | 273.21%-254.1pp | 204.55%-185.4pp | 145.39%-126.3pp |
| Employer contribution / active EE | $3,250 | $4,059-19.9% | $3,782-14.1% | $4,194-22.5% |
| Participant deferral / active EE | $16,750 | $5,538+202.5% | $5,096+228.7% | $6,396+161.9% |
| Admin fee / account holder | $20 | $10,024-99.8% | $9,162-99.8% | $12,562-99.8% |