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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $230,708 | $84,000+174.7% | $119,628+92.9% | $77,906+196.1% |
| Participation rate | 98.4% | 77.8%+20.6pp | 79.3%+19.1pp | 73.7%+24.7pp |
| Annual return | 32.54% | -11.59%+44.1pp | -14.98%+47.5pp | 12.16%+20.4pp |
| Employer contribution / active EE | $16,316 | $2,907+461.2% | $4,232+285.5% | $2,846+473.2% |
| Participant deferral / active EE | $0 | $4,705-100.0% | $5,601-100.0% | $4,805-100.0% |
| Admin fee / account holder | $0 | $116-100.0% | $10,330-100.0% | $133-100.0% |