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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $192,709 | $54,193+255.6% | $93,669+105.7% | $77,714+148.0% |
| Participation rate | 99.4% | 63.9%+35.5pp | 68.7%+30.7pp | 70.6%+28.8pp |
| Annual return | 13.41% | 30.54%-17.1pp | 133.59%-120.2pp | 31.26%-17.8pp |
| Employer contribution / active EE | $6,407 | $1,168+448.6% | $2,424+164.4% | $2,727+135.0% |
| Participant deferral / active EE | $0 | $3,144-100.0% | $4,416-100.0% | $4,649-100.0% |
| Admin fee / account holder | $0 | $576-100.0% | $8,291-100.0% | $433-100.0% |