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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,193 | $91,424+51.2% | $135,942+1.7% | $71,495+93.3% |
| Participation rate | 100.0% | 75.7%+24.3pp | 81.9%+18.1pp | 67.9%+32.1pp |
| Annual return | 27.49% | 29.90%-2.4pp | 68.28%-40.8pp | 28.85%-1.4pp |
| Employer contribution / active EE | $1,811 | $3,704-51.1% | $4,858-62.7% | $2,589-30.1% |
| Participant deferral / active EE | $0 | $7,092-100.0% | $7,759-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $1,266-100.0% | $10,764-100.0% | $1,588-100.0% |