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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $223,226 | $62,177+259.0% | $81,370+174.3% | $74,478+199.7% |
| Participation rate | 98.0% | 64.1%+34.0pp | 69.5%+28.5pp | 67.2%+30.8pp |
| Annual return | 15.32% | 16.62%-1.3pp | 24.85%-9.5pp | 1370.56%-1355.2pp |
| Employer contribution / active EE | $3,282 | $1,881+74.5% | $2,464+33.2% | $2,626+25.0% |
| Participant deferral / active EE | $0 | $3,219-100.0% | $3,885-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $1,927-100.0% | $5,749-100.0% | $1,946-100.0% |