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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,041 | $92,219+60.5% | $76,767+92.8% | $135,380+9.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | 8.30% | 5.46%+2.8pp | 2.43%+5.9pp | 519.81%-511.5pp |
| Employer contribution / active EE | $1,286 | $3,216-60.0% | $2,485-48.3% | $4,779-73.1% |
| Participant deferral / active EE | $0 | $4,508-100.0% | $3,852-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $10,749-100.0% | $6,675-100.0% | $10,828-100.0% |