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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $210,269 | $56,277+273.6% | $80,976+159.7% | $62,891+234.3% |
| Participation rate | 100.0% | 69.0%+31.0pp | 75.8%+24.2pp | 69.3%+30.7pp |
| Annual return | 6.63% | 22.12%-15.5pp | 17.10%-10.5pp | 20.14%-13.5pp |
| Employer contribution / active EE | $7,946 | $1,943+309.0% | $3,714+113.9% | $2,281+248.4% |
| Participant deferral / active EE | $0 | $4,195-100.0% | $5,696-100.0% | $3,203-100.0% |
| Admin fee / account holder | $0 | $3,741-100.0% | $5,516-100.0% | $4,296-100.0% |