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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,655 | $81,664+104.1% | $70,476+136.5% | $158,966+4.8% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 13.75% | 208.59%-194.8pp | 109.12%-95.4pp | 302.95%-289.2pp |
| Employer contribution / active EE | $12,625 | $3,219+292.2% | $2,738+361.1% | $4,762+165.1% |
| Participant deferral / active EE | $17,885 | $4,556+292.5% | $3,710+382.1% | $5,983+198.9% |
| Admin fee / account holder | $0 | $6,197-100.0% | $3,847-100.0% | $11,250-100.0% |