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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $228,396 | $25,014+813.1% | $69,632+228.0% | $80,959+182.1% |
| Participation rate | 100.0% | 64.2%+35.8pp | 66.4%+33.6pp | 67.7%+32.3pp |
| Annual return | 15.46% | 19.08%-3.6pp | 101.32%-85.9pp | 35.67%-20.2pp |
| Employer contribution / active EE | $16,259 | $991+1540.2% | $1,708+851.7% | $2,757+489.7% |
| Participant deferral / active EE | $0 | $1,840-100.0% | $2,889-100.0% | $4,300-100.0% |
| Admin fee / account holder | $0 | $2,491-100.0% | $4,695-100.0% | $6,925-100.0% |