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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $189,156 | $97,125+94.8% | $86,233+119.4% | $137,256+37.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 17.67% | 74.19%-56.5pp | 61.39%-43.7pp | 220.34%-202.7pp |
| Employer contribution / active EE | $46,500 | $2,841+1536.6% | $2,504+1756.8% | $4,156+1018.9% |
| Participant deferral / active EE | $29,125 | $5,180+462.3% | $4,559+538.8% | $6,407+354.6% |
| Admin fee / account holder | $50 | $9,725-99.5% | $8,342-99.4% | $12,270-99.6% |