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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,198 | $87,834-26.9% | $133,975-52.1% | $62,881+2.1% |
| Participation rate | 93.0% | 83.4%+9.6pp | 87.1%+5.9pp | 69.3%+23.7pp |
| Annual return | 14.67% | 12.05%+2.6pp | 29.29%-14.6pp | 20.14%-5.5pp |
| Employer contribution / active EE | $6,974 | $3,482+100.3% | $5,211+33.8% | $2,281+205.8% |
| Participant deferral / active EE | $0 | $4,812-100.0% | $6,282-100.0% | $3,203-100.0% |
| Admin fee / account holder | $269 | $5,372-95.0% | $9,324-97.1% | $4,296-93.7% |