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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $189,814 | $116,203+63.3% | $93,621+102.7% | $152,909+24.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 32.40% | 35.96%-3.6pp | 32.76%-0.4pp | 345.46%-313.1pp |
| Employer contribution / active EE | $1,300 | $3,219-59.6% | $2,719-52.2% | $4,764-72.7% |
| Participant deferral / active EE | $22,500 | $4,605+388.6% | $4,070+452.9% | $5,851+284.5% |
| Admin fee / account holder | $0 | $10,751-100.0% | $7,890-100.0% | $11,601-100.0% |