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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $231,815 | $183,592+26.3% | $155,574+49.0% | $145,877+58.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 22.29% | 61.37%-39.1pp | 64.87%-42.6pp | 551.28%-529.0pp |
| Employer contribution / active EE | $28,000 | $5,317+426.6% | $4,676+498.8% | $4,663+500.5% |
| Participant deferral / active EE | $23,000 | $6,466+255.7% | $5,629+308.6% | $6,691+243.8% |
| Admin fee / account holder | $0 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |