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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $216,481 | $131,835+64.2% | $108,582+99.4% | $273,972-21.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 6.40% | -91.57%+98.0pp | -51.70%+58.1pp | 41.46%-35.1pp |
| Employer contribution / active EE | $13,826 | $4,913+181.4% | $3,758+267.9% | $4,869+184.0% |
| Participant deferral / active EE | $0 | $5,127-100.0% | $4,311-100.0% | $5,287-100.0% |
| Admin fee / account holder | $83 | $10,253-99.2% | $7,645-98.9% | $10,133-99.2% |