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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $247,953 | $106,236+133.4% | $112,263+120.9% | $64,824+282.5% |
| Participation rate | 99.2% | 71.7%+27.6pp | 75.1%+24.2pp | 71.5%+27.8pp |
| Annual return | 10.71% | -6.02%+16.7pp | 27.49%-16.8pp | 32.84%-22.1pp |
| Employer contribution / active EE | $16,087 | $3,167+408.0% | $3,636+342.4% | $2,507+541.6% |
| Participant deferral / active EE | $0 | $3,786-100.0% | $4,729-100.0% | $4,311-100.0% |
| Admin fee / account holder | $0 | $452-100.0% | $6,410-100.0% | $188-100.0% |