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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,293 | $88,707+25.5% | $74,184+50.0% | $273,972-59.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 27.91% | 11.94%+16.0pp | 17.74%+10.2pp | 41.46%-13.5pp |
| Employer contribution / active EE | $1,750 | $3,159-44.6% | $2,370-26.2% | $4,869-64.1% |
| Participant deferral / active EE | $0 | $4,212-100.0% | $3,550-100.0% | $5,287-100.0% |
| Admin fee / account holder | $92 | $8,717-98.9% | $5,586-98.4% | $10,133-99.1% |