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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,215 | $123,478-37.5% | $216,567-64.3% | $94,015-17.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 81.6%+18.4pp | 70.8%+29.2pp |
| Annual return | 17.33% | 23.61%-6.3pp | 12.94%+4.4pp | 17.84%-0.5pp |
| Employer contribution / active EE | $7,595 | $3,136+142.2% | $5,216+45.6% | $2,790+172.2% |
| Participant deferral / active EE | $0 | $4,556-100.0% | $6,191-100.0% | $4,249-100.0% |
| Admin fee / account holder | $252 | $12,753-98.0% | $21,981-98.9% | $8,951-97.2% |