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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,150 | $41,377+40.5% | $109,313-46.8% | $62,881-7.5% |
| Participation rate | 90.9% | 57.5%+33.4pp | 71.3%+19.6pp | 69.3%+21.6pp |
| Annual return | 7.10% | 11.05%-3.9pp | 22.07%-15.0pp | 20.14%-13.0pp |
| Employer contribution / active EE | $13,822 | $1,276+983.2% | $3,892+255.1% | $2,281+506.0% |
| Participant deferral / active EE | $9,122 | $2,045+346.0% | $3,166+188.1% | $3,203+184.8% |
| Admin fee / account holder | $0 | $2,884-100.0% | $5,666-100.0% | $4,296-100.0% |