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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,056 | $52,379+31.8% | $46,225+49.4% | $273,972-74.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.5%+20.5pp | 83.0%+17.0pp |
| Annual return | 7.45% | 7.23%+0.2pp | 7.57%-0.1pp | 41.46%-34.0pp |
| Employer contribution / active EE | $10,500 | $4,226+148.5% | $3,424+206.7% | $4,869+115.7% |
| Participant deferral / active EE | $3,600 | $4,660-22.7% | $3,776-4.7% | $5,287-31.9% |
| Admin fee / account holder | $0 | $4,652-100.0% | $3,519-100.0% | $10,133-100.0% |