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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,847 | $103,393+34.3% | $87,103+59.4% | $152,909-9.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 18.23% | 28.10%-9.9pp | 28.19%-10.0pp | 345.46%-327.2pp |
| Employer contribution / active EE | $4,500 | $3,221+39.7% | $2,521+78.5% | $4,764-5.5% |
| Participant deferral / active EE | $25,000 | $4,778+423.2% | $4,049+517.5% | $5,851+327.3% |
| Admin fee / account holder | $0 | $12,195-100.0% | $7,491-100.0% | $11,601-100.0% |