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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $218,870 | $73,019+199.7% | $90,766+141.1% | $68,490+219.6% |
| Participation rate | 100.0% | 70.8%+29.2pp | 75.7%+24.3pp | 67.9%+32.1pp |
| Annual return | 27.60% | -13.81%+41.4pp | -12.16%+39.8pp | -7.85%+35.5pp |
| Employer contribution / active EE | $7,814 | $2,193+256.4% | $2,922+167.4% | $2,597+200.9% |
| Participant deferral / active EE | $0 | $3,626-100.0% | $4,565-100.0% | $4,028-100.0% |
| Admin fee / account holder | $0 | $5,897-100.0% | $8,446-100.0% | $5,403-100.0% |