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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $223,474 | $102,245+118.6% | $89,340+150.1% | $137,256+62.8% |
| Participation rate | 100.0% | 74.9%+25.1pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 13.15% | 21.89%-8.7pp | 20.57%-7.4pp | 220.34%-207.2pp |
| Employer contribution / active EE | $7,143 | $2,529+182.4% | $2,231+220.1% | $4,156+71.9% |
| Participant deferral / active EE | $0 | $4,436-100.0% | $3,823-100.0% | $6,407-100.0% |
| Admin fee / account holder | $0 | $8,085-100.0% | $6,704-100.0% | $12,270-100.0% |