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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $230,019 | $83,908+174.1% | $68,509+235.8% | $125,389+83.4% |
| Participation rate | 100.0% | 78.2%+21.8pp | 74.7%+25.3pp | 83.2%+16.8pp |
| Annual return | -0.46% | 14.48%-14.9pp | 8.27%-8.7pp | 282.24%-282.7pp |
| Employer contribution / active EE | $8,750 | $3,031+188.7% | $2,278+284.1% | $4,866+79.8% |
| Participant deferral / active EE | $15,125 | $4,125+266.7% | $3,382+347.2% | $5,352+182.6% |
| Admin fee / account holder | $13 | $8,982-99.9% | $5,275-99.8% | $9,541-99.9% |