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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $201,300 | $54,245+271.1% | $93,727+114.8% | $77,762+158.9% |
| Participation rate | 99.3% | 63.9%+35.4pp | 68.7%+30.6pp | 70.6%+28.7pp |
| Annual return | 14.28% | 30.58%-16.3pp | 133.83%-119.5pp | 31.27%-17.0pp |
| Employer contribution / active EE | $2,268 | $1,168+94.2% | $2,421-6.3% | $2,728-16.9% |
| Participant deferral / active EE | $0 | $3,144-100.0% | $4,417-100.0% | $4,651-100.0% |
| Admin fee / account holder | $0 | $575-100.0% | $8,292-100.0% | $433-100.0% |