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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,357 | $185,883-29.3% | $170,043-22.8% | $139,466-5.8% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 23.98% | 60.54%-36.6pp | 53.40%-29.4pp | 373.66%-349.7pp |
| Employer contribution / active EE | $19,800 | $7,596+160.7% | $6,790+191.6% | $4,754+316.5% |
| Participant deferral / active EE | $30,000 | $11,626+158.1% | $10,410+188.2% | $6,712+347.0% |
| Admin fee / account holder | $46 | $15,393-99.7% | $12,824-99.6% | $11,409-99.6% |