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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,930 | $232,540-44.1% | $185,117-29.8% | $147,586-12.0% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 14.34% | 43.03%-28.7pp | 40.50%-26.2pp | 578.59%-564.3pp |
| Employer contribution / active EE | $3,750 | $5,195-27.8% | $4,182-10.3% | $4,876-23.1% |
| Participant deferral / active EE | $21,000 | $5,834+260.0% | $5,045+316.3% | $5,439+286.1% |
| Admin fee / account holder | $0 | $10,275-100.0% | $8,159-100.0% | $10,886-100.0% |