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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,621 | $96,558-31.0% | $80,977-17.7% | $273,972-75.7% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 9.37% | 15.14%-5.8pp | 17.11%-7.7pp | 41.46%-32.1pp |
| Employer contribution / active EE | $11,716 | $4,869+140.6% | $3,715+215.4% | $4,869+140.6% |
| Participant deferral / active EE | $13,374 | $6,598+102.7% | $5,696+134.8% | $5,287+152.9% |
| Admin fee / account holder | $0 | $7,493-100.0% | $5,517-100.0% | $10,133-100.0% |