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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,889 | $69,274+123.6% | $64,097+141.6% | $139,487+11.0% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 10.63% | 46.00%-35.4pp | 33.75%-23.1pp | 373.84%-363.2pp |
| Employer contribution / active EE | $11,000 | $3,187+245.1% | $2,750+300.0% | $4,755+131.4% |
| Participant deferral / active EE | $22,500 | $4,685+380.2% | $3,881+479.7% | $6,713+235.2% |
| Admin fee / account holder | $0 | $4,247-100.0% | $3,070-100.0% | $11,407-100.0% |