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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,588 | $65,712+15.0% | $57,196+32.2% | $273,972-72.4% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 7.95% | 22.01%-14.1pp | 14.59%-6.6pp | 41.46%-33.5pp |
| Employer contribution / active EE | $0 | $3,280-100.0% | $2,683-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $7,847 | $3,782+107.5% | $3,096+153.4% | $5,287+48.4% |
| Admin fee / account holder | $12 | $4,838-99.8% | $3,141-99.6% | $10,133-99.9% |