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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $181,541 | $165,939+9.4% | $122,354+48.4% | $147,586+23.0% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 14.17% | 34.56%-20.4pp | 30.28%-16.1pp | 578.59%-564.4pp |
| Employer contribution / active EE | $21,894 | $5,754+280.5% | $4,051+440.5% | $4,876+349.0% |
| Participant deferral / active EE | $9,000 | $4,005+124.7% | $3,287+173.8% | $5,439+65.5% |
| Admin fee / account holder | $0 | $7,425-100.0% | $5,479-100.0% | $10,886-100.0% |