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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,150 | $50,464+23.2% | $75,784-18.0% | $52,331+18.8% |
| Participation rate | 100.0% | 66.8%+33.2pp | 75.8%+24.2pp | 68.1%+31.9pp |
| Annual return | 10.78% | 1.03%+9.7pp | 9.68%+1.1pp | 4.54%+6.2pp |
| Employer contribution / active EE | $3,048 | $1,988+53.3% | $3,323-8.3% | $1,882+62.0% |
| Participant deferral / active EE | $0 | $2,570-100.0% | $3,652-100.0% | $3,022-100.0% |
| Admin fee / account holder | $0 | $1,103-100.0% | $5,300-100.0% | $592-100.0% |