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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $200,787 | $99,345+102.1% | $84,753+136.9% | $273,972-26.7% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 8.64% | 22.93%-14.3pp | 22.78%-14.1pp | 41.46%-32.8pp |
| Employer contribution / active EE | $13,817 | $4,214+227.9% | $3,574+286.6% | $4,869+183.8% |
| Participant deferral / active EE | $0 | $4,270-100.0% | $3,712-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $6,645-100.0% | $5,333-100.0% | $10,133-100.0% |