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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $202,732 | $74,879,922-99.7% | $40,145,923-99.5% | $273,972-26.0% |
| Participation rate | 100.0% | 74.1%+25.9pp | 68.4%+31.6pp | 83.0%+17.0pp |
| Annual return | 7.56% | 2.55%+5.0pp | 5.24%+2.3pp | 41.46%-33.9pp |
| Employer contribution / active EE | $13,310 | $2,350+466.4% | $1,844+621.9% | $4,869+173.4% |
| Participant deferral / active EE | $4,863 | $2,962+64.2% | $2,591+87.7% | $5,287-8.0% |
| Admin fee / account holder | $0 | $3,725-100.0% | $2,903-100.0% | $10,133-100.0% |