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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $197,410 | $127,296+55.1% | $109,907+79.6% | $167,536+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 | 478.82%-442.0pp |
| Employer contribution / active EE | $25,000 | $3,325+651.9% | $2,844+779.1% | $4,839+416.6% |
| Participant deferral / active EE | $0 | $4,513-100.0% | $4,047-100.0% | $6,342-100.0% |
| Admin fee / account holder | $0 | $7,119-100.0% | $6,069-100.0% | $12,315-100.0% |