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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $235,144 | $165,939+41.7% | $122,354+92.2% | $147,586+59.3% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 11.06% | 34.56%-23.5pp | 30.28%-19.2pp | 578.59%-567.5pp |
| Employer contribution / active EE | $26,500 | $5,754+360.5% | $4,051+554.2% | $4,876+443.4% |
| Participant deferral / active EE | $0 | $4,005-100.0% | $3,287-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $7,425-100.0% | $5,479-100.0% | $10,886-100.0% |