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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,819 | $65,453+73.9% | $86,698+31.3% | $66,938+70.0% |
| Participation rate | 100.0% | 75.5%+24.5pp | 76.6%+23.4pp | 69.8%+30.2pp |
| Annual return | 31.59% | -10.89%+42.5pp | 35.95%-4.4pp | 1.58%+30.0pp |
| Employer contribution / active EE | $12,174 | $2,154+465.2% | $2,837+329.2% | $2,545+378.3% |
| Participant deferral / active EE | $0 | $4,102-100.0% | $4,656-100.0% | $4,238-100.0% |
| Admin fee / account holder | $0 | $642-99.9% | $7,493-100.0% | $594-99.9% |