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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,237 | $86,692+90.6% | $119,634+38.1% | $66,949+146.8% |
| Participation rate | 98.5% | 75.6%+22.9pp | 79.3%+19.2pp | 69.8%+28.7pp |
| Annual return | 15.47% | -8.00%+23.5pp | -14.98%+30.4pp | 1.57%+13.9pp |
| Employer contribution / active EE | $15,691 | $2,536+518.7% | $4,232+270.7% | $2,545+516.4% |
| Participant deferral / active EE | $0 | $4,360-100.0% | $5,601-100.0% | $4,239-100.0% |
| Admin fee / account holder | $0 | $755-100.0% | $10,329-100.0% | $594-100.0% |