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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,522 | $57,057+53.4% | $85,009+3.0% | $80,874+8.2% |
| Participation rate | 100.0% | 56.4%+43.6pp | 67.5%+32.5pp | 67.6%+32.4pp |
| Annual return | 14.98% | 21.66%-6.7pp | 66.47%-51.5pp | 35.62%-20.6pp |
| Employer contribution / active EE | $9,383 | $1,799+421.6% | $2,728+243.9% | $2,756+240.5% |
| Participant deferral / active EE | $7,236 | $3,112+132.5% | $4,522+60.0% | $4,297+68.4% |
| Admin fee / account holder | $0 | $4,986-100.0% | $6,153-100.0% | $6,935-100.0% |