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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $191,095 | $93,346+104.7% | $71,796+166.2% | $273,972-30.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 2.51% | 130.39%-127.9pp | 78.04%-75.5pp | 41.46%-38.9pp |
| Employer contribution / active EE | $1,674 | $2,733-38.7% | $1,924-13.0% | $4,869-65.6% |
| Participant deferral / active EE | $0 | $3,475-100.0% | $2,794-100.0% | $5,287-100.0% |
| Admin fee / account holder | $272 | $6,571-95.9% | $4,815-94.4% | $10,133-97.3% |