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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,553 | $110,248-0.6% | $95,728+14.4% | $139,456-21.4% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 35.49% | 27.16%+8.3pp | 28.40%+7.1pp | 373.45%-338.0pp |
| Employer contribution / active EE | $40,500 | $3,258+1143.0% | $2,835+1328.6% | $4,753+752.2% |
| Participant deferral / active EE | $20,504 | $4,675+338.5% | $4,245+383.0% | $6,711+205.5% |
| Admin fee / account holder | $4 | $6,607-99.9% | $5,673-99.9% | $11,407-100.0% |