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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $226,045 | $232,540-2.8% | $185,117+22.1% | $147,586+53.2% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 7.85% | 43.03%-35.2pp | 40.50%-32.7pp | 578.59%-570.7pp |
| Employer contribution / active EE | $39,125 | $5,195+653.1% | $4,182+835.7% | $4,876+702.3% |
| Participant deferral / active EE | $14,875 | $5,834+155.0% | $5,045+194.8% | $5,439+173.5% |
| Admin fee / account holder | $20 | $10,275-99.8% | $8,159-99.8% | $10,886-99.8% |