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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,593 | $201,344-17.8% | $184,243-10.1% | $145,877+13.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 92.95% | 29.01%+63.9pp | 28.82%+64.1pp | 551.28%-458.3pp |
| Employer contribution / active EE | $50,473 | $7,022+618.7% | $6,427+685.3% | $4,663+982.4% |
| Participant deferral / active EE | $10,000 | $9,807+2.0% | $9,132+9.5% | $6,691+49.5% |
| Admin fee / account holder | $0 | $16,382-100.0% | $13,914-100.0% | $13,402-100.0% |