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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $183,217 | $106,894+71.4% | $84,016+118.1% | $152,870+19.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 25.53% | 104.99%-79.5pp | 71.31%-45.8pp | 345.34%-319.8pp |
| Employer contribution / active EE | $20,500 | $2,734+649.8% | $1,983+933.6% | $4,763+330.4% |
| Participant deferral / active EE | $18,000 | $4,011+348.7% | $3,239+455.8% | $5,850+207.7% |
| Admin fee / account holder | $20 | $8,286-99.8% | $6,101-99.7% | $11,597-99.8% |