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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $220,215 | $46,332+375.3% | $143,797+53.1% | $64,824+239.7% |
| Participation rate | 99.3% | 64.2%+35.0pp | 80.3%+19.0pp | 71.5%+27.8pp |
| Annual return | 17.72% | -10.05%+27.8pp | -0.04%+17.8pp | 32.84%-15.1pp |
| Employer contribution / active EE | $3,768 | $1,911+97.2% | $4,952-23.9% | $2,507+50.3% |
| Participant deferral / active EE | $0 | $2,647-100.0% | $5,638-100.0% | $4,311-100.0% |
| Admin fee / account holder | $0 | $154-100.0% | $14,679-100.0% | $188-100.0% |