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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,002 | $83,427+71.4% | $115,756+23.5% | $68,490+108.8% |
| Participation rate | 100.0% | 71.9%+28.1pp | 77.1%+22.9pp | 67.9%+32.1pp |
| Annual return | 2.64% | -10.95%+13.6pp | 143.14%-140.5pp | -7.85%+10.5pp |
| Employer contribution / active EE | $7,480 | $3,075+143.3% | $3,793+97.2% | $2,597+188.1% |
| Participant deferral / active EE | $0 | $5,355-100.0% | $6,254-100.0% | $4,028-100.0% |
| Admin fee / account holder | $0 | $5,708-100.0% | $8,124-100.0% | $5,403-100.0% |