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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,921 | $58,093+175.3% | $80,022+99.8% | $56,289+184.1% |
| Participation rate | 100.0% | 73.6%+26.4pp | 75.8%+24.2pp | 69.9%+30.1pp |
| Annual return | 1.45% | 34.63%-33.2pp | 11.22%-9.8pp | -9.96%+11.4pp |
| Employer contribution / active EE | $10,943 | $1,933+466.2% | $2,468+343.4% | $2,111+418.4% |
| Participant deferral / active EE | $0 | $3,136-100.0% | $3,686-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $623-100.0% | $6,521-100.0% | $521-100.0% |