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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $221,782 | $99,652+122.6% | $78,778+181.5% | $147,586+50.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 21.28% | 47.28%-26.0pp | 35.62%-14.3pp | 578.59%-557.3pp |
| Employer contribution / active EE | $20,000 | $2,796+615.4% | $1,986+907.2% | $4,876+310.1% |
| Participant deferral / active EE | $18,000 | $3,664+391.3% | $2,958+508.5% | $5,439+231.0% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,886-100.0% |