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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,574 | $96,508+69.5% | $75,901+115.5% | $152,897+7.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.5%+17.5pp |
| Annual return | 18.01% | 33.99%-16.0pp | 30.76%-12.8pp | 345.43%-327.4pp |
| Employer contribution / active EE | $22,292 | $3,310+573.4% | $2,501+791.3% | $4,764+368.0% |
| Participant deferral / active EE | $14,500 | $4,554+218.4% | $3,603+302.4% | $5,851+147.8% |
| Admin fee / account holder | $0 | $8,081-100.0% | $5,420-100.0% | $11,599-100.0% |