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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $199,599 | $106,247+87.9% | $96,515+106.8% | $139,466+43.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 12.78% | 38.47%-25.7pp | 35.73%-22.9pp | 373.66%-360.9pp |
| Employer contribution / active EE | $13,333 | $4,106+224.7% | $3,740+256.5% | $4,754+180.5% |
| Participant deferral / active EE | $22,500 | $5,456+312.4% | $4,880+361.1% | $6,712+235.2% |
| Admin fee / account holder | $0 | $7,885-100.0% | $6,735-100.0% | $11,409-100.0% |