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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,993 | $65,696+84.2% | $56,429+114.4% | $147,586-18.0% |
| Participation rate | 100.0% | 85.5%+14.5pp | 80.0%+20.0pp | 82.8%+17.2pp |
| Annual return | 11.69% | 13.32%-1.6pp | 19.04%-7.4pp | 578.59%-566.9pp |
| Employer contribution / active EE | $15,075 | $4,121+265.8% | $3,405+342.7% | $4,876+209.1% |
| Participant deferral / active EE | $0 | $4,876-100.0% | $3,951-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $5,947-100.0% | $4,466-100.0% | $10,886-100.0% |