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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,548 | $99,345+23.4% | $84,753+44.6% | $273,972-55.3% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 6.33% | 22.93%-16.6pp | 22.78%-16.5pp | 41.46%-35.1pp |
| Employer contribution / active EE | $28,182 | $4,214+568.8% | $3,574+688.4% | $4,869+478.8% |
| Participant deferral / active EE | $0 | $4,270-100.0% | $3,712-100.0% | $5,287-100.0% |
| Admin fee / account holder | $218 | $6,645-96.7% | $5,333-95.9% | $10,133-97.9% |