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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $212,447 | $107,941+96.8% | $91,994+130.9% | $152,897+38.9% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 17.59% | 89.28%-71.7pp | 69.04%-51.4pp | 345.43%-327.8pp |
| Employer contribution / active EE | $16,800 | $4,212+298.9% | $3,453+386.6% | $4,764+252.7% |
| Participant deferral / active EE | $25,000 | $6,366+292.7% | $5,924+322.0% | $5,851+327.3% |
| Admin fee / account holder | $0 | $10,521-100.0% | $7,744-100.0% | $11,599-100.0% |