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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $216,782 | $46,297+368.2% | $71,671+202.5% | $62,293+248.0% |
| Participation rate | 100.0% | 60.6%+39.4pp | 68.7%+31.3pp | 69.5%+30.5pp |
| Annual return | 30.69% | 22.32%+8.4pp | 20.65%+10.0pp | 28.90%+1.8pp |
| Employer contribution / active EE | $699 | $1,412-50.5% | $2,460-71.6% | $2,042-65.8% |
| Participant deferral / active EE | $0 | $2,235-100.0% | $3,438-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $461-100.0% | $5,558-100.0% | $479-100.0% |