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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,397 | $98,240+35.8% | $82,312+62.1% | $147,586-9.6% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 21.53% | 30.85%-9.3pp | 25.88%-4.4pp | 578.59%-557.1pp |
| Employer contribution / active EE | $20,130 | $3,192+530.7% | $2,428+729.0% | $4,876+312.8% |
| Participant deferral / active EE | $21,000 | $4,383+379.1% | $3,706+466.6% | $5,439+286.1% |
| Admin fee / account holder | $0 | $8,563-100.0% | $5,608-100.0% | $10,886-100.0% |