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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,526 | $86,701-29.0% | $73,309-16.1% | $125,389-50.9% |
| Participation rate | 85.7% | 78.6%+7.1pp | 74.9%+10.8pp | 83.2%+2.5pp |
| Annual return | 4.00% | 2.78%+1.2pp | 5.67%-1.7pp | 282.24%-278.2pp |
| Employer contribution / active EE | $11,292 | $4,152+171.9% | $3,237+248.8% | $4,866+132.0% |
| Participant deferral / active EE | $7,232 | $5,549+30.3% | $4,991+44.9% | $5,352+35.1% |
| Admin fee / account holder | $0 | $7,768-100.0% | $5,635-100.0% | $9,541-100.0% |