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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $175,565 | $113,338+54.9% | $94,993+84.8% | $147,586+19.0% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 14.27% | 20.80%-6.5pp | 27.14%-12.9pp | 578.59%-564.3pp |
| Employer contribution / active EE | $14,000 | $3,160+343.0% | $2,603+437.8% | $4,876+187.1% |
| Participant deferral / active EE | $7,747 | $3,777+105.1% | $3,317+133.6% | $5,439+42.4% |
| Admin fee / account holder | $0 | $6,063-100.0% | $4,960-100.0% | $10,886-100.0% |