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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $161,820 | $100,901+60.4% | $75,501+114.3% | $147,586+9.6% |
| Participation rate | 100.0% | 77.1%+22.9pp | 72.4%+27.6pp | 82.8%+17.2pp |
| Annual return | 8.11% | 35.78%-27.7pp | 27.35%-19.2pp | 578.59%-570.5pp |
| Employer contribution / active EE | $18,750 | $3,253+476.3% | $2,352+697.3% | $4,876+284.5% |
| Participant deferral / active EE | $0 | $4,027-100.0% | $3,142-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1 | $11,285-100.0% | $5,801-100.0% | $10,886-100.0% |