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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,593 | $201,372-17.8% | $184,260-10.1% | $145,884+13.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 92.95% | 29.04%+63.9pp | 28.84%+64.1pp | 551.85%-458.9pp |
| Employer contribution / active EE | $50,473 | $7,024+618.6% | $6,427+685.3% | $4,662+982.6% |
| Participant deferral / active EE | $10,000 | $9,808+2.0% | $9,133+9.5% | $6,690+49.5% |
| Admin fee / account holder | $0 | $16,362-100.0% | $13,898-100.0% | $13,392-100.0% |