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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,170 | $99,652+40.7% | $78,778+77.9% | $147,586-5.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 21.46% | 47.28%-25.8pp | 35.62%-14.2pp | 578.59%-557.1pp |
| Employer contribution / active EE | $13,343 | $2,796+377.3% | $1,986+572.0% | $4,876+173.6% |
| Participant deferral / active EE | $9,600 | $3,664+162.0% | $2,958+224.5% | $5,439+76.5% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,886-100.0% |