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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $239,253 | $97,881+144.4% | $80,004+199.1% | $125,389+90.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 73.0%+27.0pp | 83.2%+16.8pp |
| Annual return | 2.58% | 9.36%-6.8pp | 7.63%-5.1pp | 282.24%-279.7pp |
| Employer contribution / active EE | $12,406 | $3,128+296.7% | $2,473+401.7% | $4,866+154.9% |
| Participant deferral / active EE | $0 | $3,744-100.0% | $3,204-100.0% | $5,352-100.0% |
| Admin fee / account holder | $195 | $6,278-96.9% | $5,033-96.1% | $9,541-98.0% |