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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $220,682 | $69,518+217.4% | $59,887+268.5% | $135,379+63.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | 6.67% | 7.95%-1.3pp | 3.46%+3.2pp | 519.79%-513.1pp |
| Employer contribution / active EE | $595 | $3,235-81.6% | $2,722-78.1% | $4,779-87.5% |
| Participant deferral / active EE | $11,050 | $4,204+162.8% | $3,402+224.8% | $5,609+97.0% |
| Admin fee / account holder | $0 | $5,734-100.0% | $3,591-100.0% | $10,828-100.0% |