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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,289 | $86,938-30.7% | $102,423-41.1% | $80,925-25.5% |
| Participation rate | 98.9% | 72.4%+26.5pp | 76.5%+22.3pp | 67.7%+31.2pp |
| Annual return | 11.84% | 18.89%-7.0pp | 29.42%-17.6pp | 35.65%-23.8pp |
| Employer contribution / active EE | $17,545 | $2,369+640.6% | $3,023+480.4% | $2,756+536.6% |
| Participant deferral / active EE | $0 | $4,120-100.0% | $5,054-100.0% | $4,299-100.0% |
| Admin fee / account holder | $0 | $8,053-100.0% | $9,455-100.0% | $6,940-100.0% |