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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $216,574 | $86,692+149.8% | $119,634+81.0% | $66,949+223.5% |
| Participation rate | 100.0% | 75.6%+24.4pp | 79.3%+20.7pp | 69.8%+30.2pp |
| Annual return | 3.95% | -8.00%+12.0pp | -14.98%+18.9pp | 1.57%+2.4pp |
| Employer contribution / active EE | $9,796 | $2,536+286.3% | $4,232+131.5% | $2,545+284.9% |
| Participant deferral / active EE | $0 | $4,360-100.0% | $5,601-100.0% | $4,239-100.0% |
| Admin fee / account holder | $0 | $755-100.0% | $10,329-100.0% | $594-100.0% |