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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,935 | $60,165+104.3% | $74,184+65.7% | $55,167+122.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 76.6%+23.4pp | 69.0%+31.0pp |
| Annual return | 8.55% | 10.00%-1.4pp | 17.74%-9.2pp | 169.23%-160.7pp |
| Employer contribution / active EE | $12,035 | $1,600+652.3% | $2,370+407.8% | $1,963+513.2% |
| Participant deferral / active EE | $0 | $2,973-100.0% | $3,550-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $419-100.0% | $5,586-100.0% | $504-100.0% |