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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,031 | $65,437+57.5% | $86,698+18.8% | $66,949+53.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 76.6%+23.4pp | 69.8%+30.2pp |
| Annual return | 30.35% | -10.91%+41.3pp | 35.96%-5.6pp | 1.57%+28.8pp |
| Employer contribution / active EE | $7,504 | $2,154+248.4% | $2,837+164.5% | $2,545+194.8% |
| Participant deferral / active EE | $0 | $4,102-100.0% | $4,656-100.0% | $4,239-100.0% |
| Admin fee / account holder | $0 | $642-100.0% | $7,492-100.0% | $594-100.0% |