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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $183,364 | $106,267+72.6% | $96,520+90.0% | $139,456+31.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 12.51% | 38.45%-25.9pp | 35.72%-23.2pp | 373.45%-360.9pp |
| Employer contribution / active EE | $6,000 | $4,105+46.2% | $3,739+60.5% | $4,753+26.2% |
| Participant deferral / active EE | $0 | $5,454-100.0% | $4,879-100.0% | $6,711-100.0% |
| Admin fee / account holder | $0 | $7,882-100.0% | $6,733-100.0% | $11,407-100.0% |