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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,738 | $103,038+36.6% | $90,324+55.8% | $152,909-8.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 14.14% | 95.25%-81.1pp | 78.15%-64.0pp | 345.46%-331.3pp |
| Employer contribution / active EE | $35,000 | $3,141+1014.4% | $2,856+1125.6% | $4,764+634.7% |
| Participant deferral / active EE | $22,000 | $4,282+413.8% | $3,885+466.2% | $5,851+276.0% |
| Admin fee / account holder | $0 | $6,177-100.0% | $5,356-100.0% | $11,601-100.0% |