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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $202,407 | $229,360-11.8% | $86,625+133.7% | - |
| Participation rate | 100.0% | 68.8%+31.2pp | 71.6%+28.4pp | - |
| Annual return | 47.21% | 12.30%+34.9pp | 63.52%-16.3pp | - |
| Employer contribution / active EE | $1,596 | $2,220-28.1% | $2,496-36.0% | - |
| Participant deferral / active EE | $0 | $3,745-100.0% | $3,700-100.0% | - |
| Admin fee / account holder | $0 | $25,444-100.0% | $5,830-100.0% | - |