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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $223,161 | $99,345+124.6% | $84,753+163.3% | $273,972-18.5% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 3.53% | 22.93%-19.4pp | 22.78%-19.3pp | 41.46%-37.9pp |
| Employer contribution / active EE | $13,333 | $4,214+216.4% | $3,574+273.0% | $4,869+173.9% |
| Participant deferral / active EE | $0 | $4,270-100.0% | $3,712-100.0% | $5,287-100.0% |
| Admin fee / account holder | $73 | $6,645-98.9% | $5,333-98.6% | $10,133-99.3% |