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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,289 | $86,940-30.7% | $102,434-41.1% | $80,935-25.5% |
| Participation rate | 98.9% | 72.4%+26.5pp | 76.5%+22.3pp | 67.7%+31.2pp |
| Annual return | 11.84% | 18.89%-7.0pp | 29.46%-17.6pp | 35.66%-23.8pp |
| Employer contribution / active EE | $17,545 | $2,370+640.4% | $3,023+480.4% | $2,757+536.5% |
| Participant deferral / active EE | $0 | $4,121-100.0% | $5,055-100.0% | $4,299-100.0% |
| Admin fee / account holder | $0 | $8,047-100.0% | $9,462-100.0% | $6,924-100.0% |