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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $164,072 | $100,811+62.8% | $86,698+89.2% | $134,545+21.9% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -2.83% | 29.11%-31.9pp | 35.96%-38.8pp | 418.37%-421.2pp |
| Employer contribution / active EE | $12,500 | $3,490+258.1% | $2,837+340.6% | $4,742+163.6% |
| Participant deferral / active EE | $14,938 | $5,339+179.8% | $4,656+220.8% | $6,401+133.4% |
| Admin fee / account holder | $0 | $10,926-100.0% | $7,492-100.0% | $11,431-100.0% |