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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $226,428 | $91,037+148.7% | $71,671+215.9% | $147,586+53.4% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 15.05% | 20.48%-5.4pp | 20.65%-5.6pp | 578.59%-563.5pp |
| Employer contribution / active EE | $4,811 | $3,327+44.6% | $2,460+95.6% | $4,876-1.3% |
| Participant deferral / active EE | $1,889 | $4,498-58.0% | $3,438-45.0% | $5,439-65.3% |
| Admin fee / account holder | $0 | $8,613-100.0% | $5,558-100.0% | $10,886-100.0% |