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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,497 | $153,311-83.4% | $109,313-76.7% | $273,972-90.7% |
| Participation rate | 87.5% | 80.1%+7.4pp | 71.3%+16.2pp | 83.0%+4.5pp |
| Annual return | 7.65% | 29.86%-22.2pp | 22.07%-14.4pp | 41.46%-33.8pp |
| Employer contribution / active EE | $9,930 | $5,619+76.7% | $3,892+155.1% | $4,869+103.9% |
| Participant deferral / active EE | $6,561 | $3,932+66.9% | $3,166+107.2% | $5,287+24.1% |
| Admin fee / account holder | $0 | $8,076-100.0% | $5,666-100.0% | $10,133-100.0% |