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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $238,954 | $105,856+125.7% | $90,161+165.0% | $147,586+61.9% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 13.74% | 37.63%-23.9pp | 34.89%-21.1pp | 578.59%-564.8pp |
| Employer contribution / active EE | $11,000 | $4,126+166.6% | $3,318+231.5% | $4,876+125.6% |
| Participant deferral / active EE | $24,000 | $5,733+318.7% | $5,287+353.9% | $5,439+341.3% |
| Admin fee / account holder | $0 | $8,046-100.0% | $5,943-100.0% | $10,886-100.0% |