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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,176 | $42,901+247.7% | $91,225+63.5% | $64,814+130.2% |
| Participation rate | 100.0% | 68.1%+31.9pp | 73.2%+26.8pp | 71.5%+28.5pp |
| Annual return | 33.93% | -13.53%+47.5pp | 114.10%-80.2pp | 32.84%+1.1pp |
| Employer contribution / active EE | $5,053 | $1,571+221.7% | $2,851+77.2% | $2,507+101.6% |
| Participant deferral / active EE | $0 | $3,501-100.0% | $4,234-100.0% | $4,310-100.0% |
| Admin fee / account holder | $0 | $131-100.0% | $5,422-100.0% | $188-100.0% |