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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $197,364 | $104,650+88.6% | $83,854+135.4% | $155,188+27.2% |
| Participation rate | 100.0% | 65.1%+34.9pp | 59.1%+40.9pp | 80.8%+19.2pp |
| Annual return | 13.89% | 28.97%-15.1pp | 31.39%-17.5pp | 148.84%-134.9pp |
| Employer contribution / active EE | $3,000 | $1,196+150.8% | $1,017+194.9% | $4,248-29.4% |
| Participant deferral / active EE | $0 | $2,367-100.0% | $2,035-100.0% | $6,531-100.0% |
| Admin fee / account holder | $0 | $3,518-100.0% | $3,197-100.0% | $14,480-100.0% |