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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,907 | $67,411+117.9% | $91,004+61.4% | $70,124+109.5% |
| Participation rate | 100.0% | 71.4%+28.6pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | 51.87% | -40.16%+92.0pp | 4.60%+47.3pp | 73.14%-21.3pp |
| Employer contribution / active EE | $3,093 | $1,786+73.2% | $2,456+25.9% | $2,342+32.0% |
| Participant deferral / active EE | $0 | $2,823-100.0% | $3,548-100.0% | $3,332-100.0% |
| Admin fee / account holder | $0 | $4,236-100.0% | $5,417-100.0% | $4,645-100.0% |