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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $246,317 | $152,651+61.4% | $105,218+134.1% | $125,389+96.4% |
| Participation rate | 100.0% | 81.5%+18.5pp | 77.2%+22.8pp | 83.2%+16.8pp |
| Annual return | -1.02% | 8.24%-9.3pp | 5.33%-6.4pp | 282.24%-283.3pp |
| Employer contribution / active EE | $5,785 | $4,802+20.5% | $3,255+77.7% | $4,866+18.9% |
| Participant deferral / active EE | $0 | $6,660-100.0% | $4,867-100.0% | $5,352-100.0% |
| Admin fee / account holder | $0 | $14,248-100.0% | $6,992-100.0% | $9,541-100.0% |