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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,402 | $86,341+1.2% | $125,195-30.2% | $65,186+34.1% |
| Participation rate | 100.0% | 75.3%+24.7pp | 79.8%+20.2pp | 70.2%+29.8pp |
| Annual return | 19.87% | 27.44%-7.6pp | 43.79%-23.9pp | 29.39%-9.5pp |
| Employer contribution / active EE | $6,912 | $2,040+238.9% | $3,866+78.8% | $2,177+217.5% |
| Participant deferral / active EE | $0 | $3,538-100.0% | $4,937-100.0% | $3,514-100.0% |
| Admin fee / account holder | $1 | $609-99.9% | $9,704-100.0% | $847-99.9% |