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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $197,410 | $127,273+55.1% | $109,895+79.6% | $167,518+17.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 36.77% | 22.97%+13.8pp | 29.46%+7.3pp | 478.71%-441.9pp |
| Employer contribution / active EE | $25,000 | $3,324+652.1% | $2,843+779.2% | $4,838+416.7% |
| Participant deferral / active EE | $0 | $4,515-100.0% | $4,049-100.0% | $6,342-100.0% |
| Admin fee / account holder | $0 | $7,117-100.0% | $6,067-100.0% | $12,312-100.0% |