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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $202,003 | $77,677+160.1% | $109,188+85.0% | $79,389+154.4% |
| Participation rate | 100.0% | 67.8%+32.2pp | 75.9%+24.1pp | 70.7%+29.3pp |
| Annual return | 12.60% | 23.44%-10.8pp | 25.76%-13.2pp | 116.89%-104.3pp |
| Employer contribution / active EE | $10,902 | $2,798+289.6% | $3,723+192.8% | $2,428+349.0% |
| Participant deferral / active EE | $0 | $3,517-100.0% | $4,654-100.0% | $4,046-100.0% |
| Admin fee / account holder | $3 | $732-99.6% | $6,755-100.0% | $626-99.6% |