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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,344 | $99,032+21.5% | $80,022+50.4% | $135,382-11.1% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | 1.42% | 15.39%-14.0pp | 11.22%-9.8pp | 519.77%-518.3pp |
| Employer contribution / active EE | $9,091 | $3,043+198.7% | $2,468+268.3% | $4,779+90.2% |
| Participant deferral / active EE | $0 | $4,282-100.0% | $3,686-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $10,436-100.0% | $6,521-100.0% | $10,829-100.0% |