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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $234,044 | $162,785+43.8% | $133,959+74.7% | $158,950+47.2% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 6.79% | 41.94%-35.2pp | 45.09%-38.3pp | 302.91%-296.1pp |
| Employer contribution / active EE | $15,625 | $4,975+214.0% | $3,919+298.7% | $4,762+228.1% |
| Participant deferral / active EE | $12,000 | $5,910+103.0% | $5,047+137.8% | $5,983+100.6% |
| Admin fee / account holder | $0 | $11,738-100.0% | $8,928-100.0% | $11,248-100.0% |