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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $212,656 | $201,344+5.6% | $184,243+15.4% | $145,877+45.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 0.00% | 29.01%-29.0pp | 28.82%-28.8pp | 551.28%-551.3pp |
| Employer contribution / active EE | $43,500 | $7,022+519.4% | $6,427+576.8% | $4,663+832.9% |
| Participant deferral / active EE | $23,000 | $9,807+134.5% | $9,132+151.9% | $6,691+243.8% |
| Admin fee / account holder | $0 | $16,382-100.0% | $13,914-100.0% | $13,402-100.0% |