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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,777 | $65,685+73.2% | $57,181+99.0% | $273,968-58.5% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 6.60% | 21.99%-15.4pp | 14.59%-8.0pp | 41.45%-34.9pp |
| Employer contribution / active EE | $8,455 | $3,279+157.9% | $2,682+215.2% | $4,869+73.7% |
| Participant deferral / active EE | $8,639 | $3,781+128.5% | $3,096+179.0% | $5,287+63.4% |
| Admin fee / account holder | $0 | $4,835-100.0% | $3,139-100.0% | $10,132-100.0% |