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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $213,222 | $98,240+117.0% | $82,312+159.0% | $147,586+44.5% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 9.28% | 30.85%-21.6pp | 25.88%-16.6pp | 578.59%-569.3pp |
| Employer contribution / active EE | $0 | $3,192-100.0% | $2,428-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $0 | $4,383-100.0% | $3,706-100.0% | $5,439-100.0% |
| Admin fee / account holder | $155 | $8,563-98.2% | $5,608-97.2% | $10,886-98.6% |