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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,071 | $64,307+52.5% | $57,349+71.0% | $125,388-21.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | 0.88% | 25.14%-24.3pp | 24.40%-23.5pp | 282.24%-281.4pp |
| Employer contribution / active EE | $14,220 | $3,193+345.4% | $2,689+428.9% | $4,866+192.2% |
| Participant deferral / active EE | $0 | $3,847-100.0% | $3,162-100.0% | $5,352-100.0% |
| Admin fee / account holder | $115 | $5,242-97.8% | $3,356-96.6% | $9,541-98.8% |