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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,961 | $162,821-52.7% | $133,978-42.6% | $158,982-51.6% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 35.35% | 41.95%-6.6pp | 45.10%-9.7pp | 302.99%-267.6pp |
| Employer contribution / active EE | $16,800 | $4,976+237.6% | $3,919+328.7% | $4,763+252.7% |
| Participant deferral / active EE | $25,000 | $5,910+323.0% | $5,047+395.3% | $5,983+317.8% |
| Admin fee / account holder | $265 | $11,742-97.7% | $8,930-97.0% | $11,252-97.6% |