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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $226,217 | $106,236+112.9% | $112,249+101.5% | $64,819+249.0% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.1%+24.9pp | 71.5%+28.5pp |
| Annual return | 6.97% | -6.02%+13.0pp | 27.48%-20.5pp | 32.84%-25.9pp |
| Employer contribution / active EE | $5,014 | $3,166+58.4% | $3,636+37.9% | $2,507+100.0% |
| Participant deferral / active EE | $0 | $3,785-100.0% | $4,729-100.0% | $4,311-100.0% |
| Admin fee / account holder | $0 | $452-100.0% | $6,412-100.0% | $188-100.0% |