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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,777 | $65,712+73.1% | $57,196+98.9% | $273,972-58.5% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 6.60% | 22.01%-15.4pp | 14.59%-8.0pp | 41.46%-34.9pp |
| Employer contribution / active EE | $8,455 | $3,280+157.8% | $2,683+215.2% | $4,869+73.7% |
| Participant deferral / active EE | $8,639 | $3,782+128.4% | $3,096+179.0% | $5,287+63.4% |
| Admin fee / account holder | $0 | $4,838-100.0% | $3,141-100.0% | $10,133-100.0% |