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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,190 | $86,692+38.6% | $119,634+0.5% | $66,949+79.5% |
| Participation rate | 100.0% | 75.6%+24.4pp | 79.3%+20.7pp | 69.8%+30.2pp |
| Annual return | 18.69% | -8.00%+26.7pp | -14.98%+33.7pp | 1.57%+17.1pp |
| Employer contribution / active EE | $8,669 | $2,536+241.8% | $4,232+104.8% | $2,545+240.6% |
| Participant deferral / active EE | $0 | $4,360-100.0% | $5,601-100.0% | $4,239-100.0% |
| Admin fee / account holder | $67 | $755-91.1% | $10,329-99.3% | $594-88.7% |