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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $242,199 | $99,652+143.0% | $78,778+207.4% | $147,586+64.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 16.20% | 47.28%-31.1pp | 35.62%-19.4pp | 578.59%-562.4pp |
| Employer contribution / active EE | $17,149 | $2,796+513.4% | $1,986+763.6% | $4,876+251.7% |
| Participant deferral / active EE | $10,041 | $3,664+174.1% | $2,958+239.4% | $5,439+84.6% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,886-100.0% |