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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,201 | $140,592-60.0% | $123,105-54.3% | $125,389-55.2% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | 6.94% | 16.80%-9.9pp | 13.22%-6.3pp | 282.24%-275.3pp |
| Employer contribution / active EE | $11,404 | $6,041+88.8% | $5,151+121.4% | $4,866+134.4% |
| Participant deferral / active EE | $9,539 | $6,980+36.7% | $6,229+53.1% | $5,352+78.3% |
| Admin fee / account holder | $3 | $11,198-100.0% | $9,014-100.0% | $9,541-100.0% |