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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $193,505 | $103,949+86.2% | $69,182+179.7% | $273,972-29.4% |
| Participation rate | 80.0% | 67.4%+12.6pp | 55.1%+24.9pp | 83.0%-3.0pp |
| Annual return | 7.83% | 35.28%-27.4pp | -21.93%+29.8pp | 41.46%-33.6pp |
| Employer contribution / active EE | $15,118 | $1,783+747.9% | $1,206+1153.3% | $4,869+210.5% |
| Participant deferral / active EE | $0 | $2,716-100.0% | $1,897-100.0% | $5,287-100.0% |
| Admin fee / account holder | $2 | $3,671-100.0% | $2,697-99.9% | $10,133-100.0% |