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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,208 | $73,884+45.1% | $95,960+11.7% | - |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | - |
| Annual return | 8.09% | 11.13%-3.0pp | 91.63%-83.5pp | - |
| Employer contribution / active EE | $5,051 | $1,782+183.4% | $2,541+98.7% | - |
| Participant deferral / active EE | $0 | $3,914-100.0% | $4,167-100.0% | - |
| Admin fee / account holder | $0 | $4,316-100.0% | $6,797-100.0% | - |