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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $197,157 | $106,247+85.6% | $96,515+104.3% | $139,466+41.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 12.28% | 38.47%-26.2pp | 35.73%-23.5pp | 373.66%-361.4pp |
| Employer contribution / active EE | $27,000 | $4,106+557.6% | $3,740+622.0% | $4,754+468.0% |
| Participant deferral / active EE | $18,250 | $5,456+234.5% | $4,880+274.0% | $6,712+171.9% |
| Admin fee / account holder | $0 | $7,885-100.0% | $6,735-100.0% | $11,409-100.0% |