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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $216,881 | $142,392+52.3% | $119,622+81.3% | $134,532+61.2% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -17.39% | -12.46%-4.9pp | -14.98%-2.4pp | 418.27%-435.7pp |
| Employer contribution / active EE | $23,500 | $5,224+349.9% | $4,232+455.3% | $4,741+395.7% |
| Participant deferral / active EE | $20,000 | $6,467+209.3% | $5,601+257.1% | $6,401+212.5% |
| Admin fee / account holder | $0 | $13,593-100.0% | $10,328-100.0% | $11,429-100.0% |