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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,394 | $69,518-20.3% | $59,887-7.5% | $135,379-59.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | 9.98% | 7.95%+2.0pp | 3.46%+6.5pp | 519.79%-509.8pp |
| Employer contribution / active EE | $8,713 | $3,235+169.4% | $2,722+220.1% | $4,779+82.3% |
| Participant deferral / active EE | $2,850 | $4,204-32.2% | $3,402-16.2% | $5,609-49.2% |
| Admin fee / account holder | $0 | $5,734-100.0% | $3,591-100.0% | $10,828-100.0% |