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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $242,085 | $98,240+146.4% | $82,312+194.1% | $147,586+64.0% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 14.08% | 30.85%-16.8pp | 25.88%-11.8pp | 578.59%-564.5pp |
| Employer contribution / active EE | $36,000 | $3,192+1027.9% | $2,428+1382.5% | $4,876+638.3% |
| Participant deferral / active EE | $22,000 | $4,383+401.9% | $3,706+493.6% | $5,439+304.5% |
| Admin fee / account holder | $0 | $8,563-100.0% | $5,608-100.0% | $10,886-100.0% |