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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,137 | $95,915+54.4% | $79,580+86.1% | $134,532+10.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | 3.38% | -2.71%+6.1pp | 0.15%+3.2pp | 418.27%-414.9pp |
| Employer contribution / active EE | $5,203 | $3,129+66.3% | $2,413+115.6% | $4,741+9.7% |
| Participant deferral / active EE | $0 | $4,693-100.0% | $3,985-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $9,132-100.0% | $6,835-100.0% | $11,429-100.0% |