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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $198,982 | $104,694+90.1% | $85,709+132.2% | $167,536+18.8% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 14.69% | 21.45%-6.8pp | 21.49%-6.8pp | 478.82%-464.1pp |
| Employer contribution / active EE | $8,994 | $3,337+169.5% | $2,619+243.4% | $4,839+85.9% |
| Participant deferral / active EE | $2,400 | $4,826-50.3% | $3,924-38.8% | $6,342-62.2% |
| Admin fee / account holder | $0 | $10,035-100.0% | $6,876-100.0% | $12,315-100.0% |