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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $231,815 | $183,539+26.3% | $155,556+49.0% | $145,897+58.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 22.29% | 61.31%-39.0pp | 64.84%-42.5pp | 552.29%-530.0pp |
| Employer contribution / active EE | $28,000 | $5,315+426.8% | $4,675+498.9% | $4,663+500.5% |
| Participant deferral / active EE | $23,000 | $6,467+255.7% | $5,631+308.5% | $6,689+243.8% |
| Admin fee / account holder | $0 | $19,275-100.0% | $15,885-100.0% | $13,390-100.0% |