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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,329 | $56,894-2.7% | $84,753-34.7% | $62,881-12.0% |
| Participation rate | 98.8% | 68.5%+30.3pp | 76.6%+22.2pp | 69.3%+29.5pp |
| Annual return | 13.06% | 6.30%+6.8pp | 22.78%-9.7pp | 20.14%-7.1pp |
| Employer contribution / active EE | $10,233 | $2,400+326.4% | $3,574+186.3% | $2,281+348.6% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $3,712-100.0% | $3,203-100.0% |
| Admin fee / account holder | $15 | $3,581-99.6% | $5,333-99.7% | $4,296-99.6% |