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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $199,887 | $76,312+161.9% | $67,221+197.4% | $158,966+25.7% |
| Participation rate | 100.0% | 84.3%+15.7pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 21.30% | 22.77%-1.5pp | 20.72%+0.6pp | 302.95%-281.7pp |
| Employer contribution / active EE | $16,459 | $4,476+267.7% | $3,723+342.1% | $4,762+245.6% |
| Participant deferral / active EE | $19,500 | $5,264+270.4% | $4,384+344.8% | $5,983+225.9% |
| Admin fee / account holder | $0 | $8,005-100.0% | $5,844-100.0% | $11,250-100.0% |