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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,373 | $108,825-14.2% | $156,181-40.2% | $82,448+13.3% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | 14.13% | 20.59%-6.5pp | 64.87%-50.7pp | 41.64%-27.5pp |
| Employer contribution / active EE | $8,862 | $2,870+208.8% | $4,294+106.4% | $2,551+247.4% |
| Participant deferral / active EE | $0 | $4,577-100.0% | $6,132-100.0% | $4,139-100.0% |
| Admin fee / account holder | $0 | $9,341-100.0% | $14,586-100.0% | $7,234-100.0% |