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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $175,041 | $166,242+5.3% | $165,071+6.0% | $145,884+20.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 10.11% | 100.44%-90.3pp | 70.17%-60.1pp | 551.85%-541.7pp |
| Employer contribution / active EE | $28,000 | $5,283+430.0% | $4,347+544.1% | $4,662+500.6% |
| Participant deferral / active EE | $26,750 | $6,964+284.1% | $6,035+343.2% | $6,690+299.9% |
| Admin fee / account holder | $0 | $16,658-100.0% | $12,695-100.0% | $13,392-100.0% |