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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,910 | $232,540-38.5% | $185,117-22.8% | $147,585-3.2% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 21.92% | 43.03%-21.1pp | 40.50%-18.6pp | 578.58%-556.7pp |
| Employer contribution / active EE | $35,495 | $5,195+583.2% | $4,182+748.8% | $4,876+627.9% |
| Participant deferral / active EE | $24,000 | $5,834+311.4% | $5,045+375.7% | $5,439+341.3% |
| Admin fee / account holder | $0 | $10,275-100.0% | $8,159-100.0% | $10,886-100.0% |