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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $239,962 | $103,392+132.1% | $87,104+175.5% | $152,897+56.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 27.85% | 28.10%-0.3pp | 28.19%-0.3pp | 345.43%-317.6pp |
| Employer contribution / active EE | $37,000 | $3,221+1048.8% | $2,521+1367.5% | $4,764+676.7% |
| Participant deferral / active EE | $25,000 | $4,778+423.2% | $4,048+517.5% | $5,851+327.3% |
| Admin fee / account holder | $0 | $12,194-100.0% | $7,491-100.0% | $11,599-100.0% |