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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,375 | $99,652+11.8% | $78,778+41.4% | $147,586-24.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 15.53% | 47.28%-31.8pp | 35.62%-20.1pp | 578.59%-563.1pp |
| Employer contribution / active EE | $20,426 | $2,796+630.6% | $1,986+928.7% | $4,876+318.9% |
| Participant deferral / active EE | $11,460 | $3,664+212.8% | $2,958+287.4% | $5,439+110.7% |
| Admin fee / account holder | $2 | $7,155-100.0% | $5,134-100.0% | $10,886-100.0% |