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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,444 | $83,337+72.1% | $67,834+111.5% | $273,972-47.6% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 7.38% | 259.45%-252.1pp | 138.47%-131.1pp | 41.46%-34.1pp |
| Employer contribution / active EE | $9,135 | $3,287+177.9% | $2,403+280.1% | $4,869+87.6% |
| Participant deferral / active EE | $21,000 | $4,088+413.7% | $3,160+564.6% | $5,287+297.2% |
| Admin fee / account holder | $0 | $6,752-100.0% | $4,622-100.0% | $10,133-100.0% |