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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $232,158 | $99,652+133.0% | $78,778+194.7% | $147,586+57.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 18.92% | 47.28%-28.4pp | 35.62%-16.7pp | 578.59%-559.7pp |
| Employer contribution / active EE | $7,538 | $2,796+169.6% | $1,986+279.6% | $4,876+54.6% |
| Participant deferral / active EE | $12,500 | $3,664+241.2% | $2,958+322.5% | $5,439+129.8% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,886-100.0% |