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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,499 | $99,345+66.6% | $84,753+95.3% | $273,972-39.6% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 3.51% | 22.93%-19.4pp | 22.78%-19.3pp | 41.46%-37.9pp |
| Employer contribution / active EE | $7,143 | $4,214+69.5% | $3,574+99.8% | $4,869+46.7% |
| Participant deferral / active EE | $0 | $4,270-100.0% | $3,712-100.0% | $5,287-100.0% |
| Admin fee / account holder | $17 | $6,645-99.8% | $5,333-99.7% | $10,133-99.8% |