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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,750 | $232,540-38.2% | $185,117-22.3% | $147,586-2.6% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 12.92% | 43.03%-30.1pp | 40.50%-27.6pp | 578.59%-565.7pp |
| Employer contribution / active EE | $13,446 | $5,195+158.8% | $4,182+221.5% | $4,876+175.7% |
| Participant deferral / active EE | $14,000 | $5,834+140.0% | $5,045+177.5% | $5,439+157.4% |
| Admin fee / account holder | $17 | $10,275-99.8% | $8,159-99.8% | $10,886-99.8% |