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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,093 | $87,546+69.2% | $75,784+95.4% | $125,389+18.1% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | 0.48% | 13.49%-13.0pp | 9.68%-9.2pp | 282.24%-281.8pp |
| Employer contribution / active EE | $13,000 | $3,930+230.8% | $3,323+291.2% | $4,866+167.2% |
| Participant deferral / active EE | $0 | $4,230-100.0% | $3,652-100.0% | $5,352-100.0% |
| Admin fee / account holder | $0 | $6,503-100.0% | $5,300-100.0% | $9,541-100.0% |