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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,612 | $83,337+41.1% | $67,834+73.4% | $273,972-57.1% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 8.02% | 259.45%-251.4pp | 138.47%-130.4pp | 41.46%-33.4pp |
| Employer contribution / active EE | $10,334 | $3,287+214.4% | $2,403+330.0% | $4,869+112.3% |
| Participant deferral / active EE | $0 | $4,088-100.0% | $3,160-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $6,752-100.0% | $4,622-100.0% | $10,133-100.0% |