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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $172,440 | $88,707+94.4% | $74,184+132.4% | $273,972-37.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 4.04% | 11.94%-7.9pp | 17.74%-13.7pp | 41.46%-37.4pp |
| Employer contribution / active EE | $17,500 | $3,159+453.9% | $2,370+638.4% | $4,869+259.4% |
| Participant deferral / active EE | $0 | $4,212-100.0% | $3,550-100.0% | $5,287-100.0% |
| Admin fee / account holder | $10 | $8,717-99.9% | $5,586-99.8% | $10,133-99.9% |