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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,468 | $77,449+71.0% | $69,483+90.6% | $152,909-13.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 25.37% | 39.09%-13.7pp | 28.99%-3.6pp | 345.46%-320.1pp |
| Employer contribution / active EE | $5,643 | $3,316+70.2% | $2,780+103.0% | $4,764+18.5% |
| Participant deferral / active EE | $12,000 | $4,415+171.8% | $3,537+239.3% | $5,851+105.1% |
| Admin fee / account holder | $20 | $6,210-99.7% | $3,841-99.5% | $11,601-99.8% |