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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $229,447 | $118,467+93.7% | $98,450+133.1% | $139,456+64.5% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 15.29% | 18.95%-3.7pp | 21.16%-5.9pp | 373.45%-358.2pp |
| Employer contribution / active EE | $16,250 | $3,611+350.1% | $3,049+433.0% | $4,753+241.9% |
| Participant deferral / active EE | $0 | $5,393-100.0% | $4,739-100.0% | $6,711-100.0% |
| Admin fee / account holder | $0 | $14,057-100.0% | $8,961-100.0% | $11,407-100.0% |