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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $164,313 | $93,346+76.0% | $71,796+128.9% | $273,972-40.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 2.72% | 130.39%-127.7pp | 78.04%-75.3pp | 41.46%-38.7pp |
| Employer contribution / active EE | $14,876 | $2,733+444.2% | $1,924+673.0% | $4,869+205.5% |
| Participant deferral / active EE | $0 | $3,475-100.0% | $2,794-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $6,571-100.0% | $4,815-100.0% | $10,133-100.0% |