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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,711 | $31,424+172.8% | $81,473+5.2% | $69,631+23.1% |
| Participation rate | 100.0% | 50.8%+49.2pp | 68.0%+32.0pp | 70.7%+29.3pp |
| Annual return | 25.03% | 22.44%+2.6pp | 38.78%-13.8pp | 27571.02%-27546.0pp |
| Employer contribution / active EE | $6,605 | $1,029+541.9% | $2,568+157.2% | $2,032+225.0% |
| Participant deferral / active EE | $0 | $1,838-100.0% | $3,537-100.0% | $3,224-100.0% |
| Admin fee / account holder | $0 | $103-100.0% | $4,561-100.0% | $110-100.0% |