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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $218,251 | $74,879,922-99.7% | $40,145,923-99.5% | $273,972-20.3% |
| Participation rate | 100.0% | 74.1%+25.9pp | 68.4%+31.6pp | 83.0%+17.0pp |
| Annual return | 7.06% | 2.55%+4.5pp | 5.24%+1.8pp | 41.46%-34.4pp |
| Employer contribution / active EE | $7,100 | $2,350+202.1% | $1,844+285.1% | $4,869+45.8% |
| Participant deferral / active EE | $7,471 | $2,962+152.2% | $2,591+188.4% | $5,287+41.3% |
| Admin fee / account holder | $217 | $3,725-94.2% | $2,903-92.5% | $10,133-97.9% |