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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $173,220 | $63,114+174.5% | $92,915+86.4% | $65,186+165.7% |
| Participation rate | 100.0% | 68.8%+31.2pp | 76.0%+24.0pp | 70.2%+29.8pp |
| Annual return | 17.44% | 28.75%-11.3pp | 109.45%-92.0pp | 29.39%-11.9pp |
| Employer contribution / active EE | $9,314 | $2,571+262.3% | $3,653+154.9% | $2,177+327.9% |
| Participant deferral / active EE | $0 | $3,108-100.0% | $4,238-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $624-100.0% | $5,796-100.0% | $847-100.0% |