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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,273 | $64,176+157.5% | $112,263+47.2% | $66,949+146.9% |
| Participation rate | 100.0% | 68.4%+31.6pp | 75.1%+24.9pp | 69.8%+30.2pp |
| Annual return | 13.31% | -13.80%+27.1pp | 27.49%-14.2pp | 1.57%+11.7pp |
| Employer contribution / active EE | $2,671 | $3,007-11.2% | $3,636-26.5% | $2,545+4.9% |
| Participant deferral / active EE | $0 | $3,694-100.0% | $4,729-100.0% | $4,239-100.0% |
| Admin fee / account holder | $0 | $626-100.0% | $6,410-100.0% | $594-100.0% |