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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,730 | $96,558-33.0% | $80,977-20.1% | $273,972-76.4% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 11.63% | 15.14%-3.5pp | 17.11%-5.5pp | 41.46%-29.8pp |
| Employer contribution / active EE | $13,571 | $4,869+178.7% | $3,715+265.3% | $4,869+178.7% |
| Participant deferral / active EE | $7,112 | $6,598+7.8% | $5,696+24.8% | $5,287+34.5% |
| Admin fee / account holder | $0 | $7,493-100.0% | $5,517-100.0% | $10,133-100.0% |