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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $173,640 | $69,248+150.7% | $64,101+170.9% | $139,466+24.5% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 28.04% | 45.95%-17.9pp | 33.72%-5.7pp | 373.66%-345.6pp |
| Employer contribution / active EE | $16,712 | $3,185+424.8% | $2,749+508.0% | $4,754+251.5% |
| Participant deferral / active EE | $18,550 | $4,682+296.2% | $3,881+378.0% | $6,712+176.4% |
| Admin fee / account holder | $0 | $4,247-100.0% | $3,070-100.0% | $11,409-100.0% |