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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $198,530 | $110,410+79.8% | $102,437+93.8% | $145,897+36.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 19.22% | 24.85%-5.6pp | 24.95%-5.7pp | 552.29%-533.1pp |
| Employer contribution / active EE | $18,587 | $4,217+340.7% | $3,871+380.2% | $4,663+298.6% |
| Participant deferral / active EE | $22,500 | $5,622+300.2% | $5,060+344.7% | $6,689+236.4% |
| Admin fee / account holder | $0 | $9,745-100.0% | $8,388-100.0% | $13,390-100.0% |