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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $204,113 | $99,032+106.1% | $80,022+155.1% | $135,379+50.8% |
| Participation rate | 91.3% | 78.4%+12.9pp | 75.8%+15.5pp | 82.6%+8.7pp |
| Annual return | 0.00% | 15.39%-15.4pp | 11.22%-11.2pp | 519.79%-519.8pp |
| Employer contribution / active EE | $684 | $3,043-77.5% | $2,468-72.3% | $4,779-85.7% |
| Participant deferral / active EE | $4,510 | $4,282+5.3% | $3,686+22.4% | $5,609-19.6% |
| Admin fee / account holder | $0 | $10,436-100.0% | $6,521-100.0% | $10,828-100.0% |