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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,487 | $96,558-8.4% | $80,977+9.3% | $273,972-67.7% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 26.63% | 15.14%+11.5pp | 17.11%+9.5pp | 41.46%-14.8pp |
| Employer contribution / active EE | $37,053 | $4,869+661.0% | $3,715+897.5% | $4,869+661.0% |
| Participant deferral / active EE | $4,665 | $6,598-29.3% | $5,696-18.1% | $5,287-11.8% |
| Admin fee / account holder | $0 | $7,493-100.0% | $5,517-100.0% | $10,133-100.0% |