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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $223,474 | $106,974+108.9% | $90,796+146.1% | $138,895+60.9% |
| Participation rate | 100.0% | 74.9%+25.1pp | 69.5%+30.5pp | 79.9%+20.1pp |
| Annual return | 13.15% | 20.10%-7.0pp | 19.29%-6.1pp | 145.39%-132.2pp |
| Employer contribution / active EE | $7,143 | $2,609+173.8% | $2,294+211.4% | $4,194+70.3% |
| Participant deferral / active EE | $0 | $4,455-100.0% | $3,822-100.0% | $6,396-100.0% |
| Admin fee / account holder | $0 | $8,626-100.0% | $7,024-100.0% | $12,562-100.0% |