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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,975 | $153,311-42.0% | $109,313-18.6% | $273,972-67.5% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 6.38% | 29.86%-23.5pp | 22.07%-15.7pp | 41.46%-35.1pp |
| Employer contribution / active EE | $16,717 | $5,619+197.5% | $3,892+329.5% | $4,869+243.3% |
| Participant deferral / active EE | $9,362 | $3,932+138.1% | $3,166+195.7% | $5,287+77.1% |
| Admin fee / account holder | $0 | $8,076-100.0% | $5,666-100.0% | $10,133-100.0% |