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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,956 | $54,245+106.4% | $93,727+19.5% | $77,762+44.0% |
| Participation rate | 100.0% | 63.9%+36.1pp | 68.7%+31.3pp | 70.6%+29.4pp |
| Annual return | 17.71% | 30.58%-12.9pp | 133.83%-116.1pp | 31.27%-13.6pp |
| Employer contribution / active EE | $4,912 | $1,168+320.7% | $2,421+102.9% | $2,728+80.1% |
| 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% |