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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $240,182 | $103,392+132.3% | $87,104+175.7% | $152,897+57.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 19.39% | 28.10%-8.7pp | 28.19%-8.8pp | 345.43%-326.0pp |
| Employer contribution / active EE | $24,651 | $3,221+665.4% | $2,521+877.7% | $4,764+417.5% |
| Participant deferral / active EE | $6,000 | $4,778+25.6% | $4,048+48.2% | $5,851+2.5% |
| Admin fee / account holder | $0 | $12,194-100.0% | $7,491-100.0% | $11,599-100.0% |