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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $189,179 | $70,121+169.8% | $63,803+196.5% | $138,895+36.2% |
| Participation rate | 100.0% | 77.2%+22.8pp | 72.7%+27.3pp | 79.9%+20.1pp |
| Annual return | 15.31% | 946.48%-931.2pp | 543.72%-528.4pp | 145.39%-130.1pp |
| Employer contribution / active EE | $1,500 | $2,882-48.0% | $2,532-40.8% | $4,194-64.2% |
| Participant deferral / active EE | $7,250 | $4,535+59.9% | $3,843+88.6% | $6,396+13.3% |
| Admin fee / account holder | $0 | $6,738-100.0% | $5,196-100.0% | $12,562-100.0% |