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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $212,656 | $201,370+5.6% | $184,256+15.4% | $145,897+45.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 0.00% | 29.05%-29.0pp | 28.85%-28.8pp | 552.29%-552.3pp |
| Employer contribution / active EE | $43,500 | $7,024+519.3% | $6,427+576.8% | $4,663+833.0% |
| Participant deferral / active EE | $23,000 | $9,808+134.5% | $9,133+151.8% | $6,689+243.8% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,899-100.0% | $13,390-100.0% |