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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,097 | $102,245-49.0% | $89,340-41.7% | $137,256-62.0% |
| Participation rate | 100.0% | 74.9%+25.1pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 21.58% | 21.89%-0.3pp | 20.57%+1.0pp | 220.34%-198.8pp |
| Employer contribution / active EE | $3,762 | $2,529+48.7% | $2,231+68.6% | $4,156-9.5% |
| Participant deferral / active EE | $11,024 | $4,436+148.5% | $3,823+188.4% | $6,407+72.1% |
| Admin fee / account holder | $0 | $8,085-100.0% | $6,704-100.0% | $12,270-100.0% |