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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $156,527 | $91,037+71.9% | $71,671+118.4% | $147,586+6.1% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 19.04% | 20.48%-1.4pp | 20.65%-1.6pp | 578.59%-559.6pp |
| Employer contribution / active EE | $19,879 | $3,327+497.4% | $2,460+708.1% | $4,876+307.6% |
| Participant deferral / active EE | $12,000 | $4,498+166.8% | $3,438+249.0% | $5,439+120.6% |
| Admin fee / account holder | $0 | $8,613-100.0% | $5,558-100.0% | $10,886-100.0% |