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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,301 | $96,558+53.6% | $80,977+83.1% | $273,972-45.9% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 7.27% | 15.14%-7.9pp | 17.11%-9.8pp | 41.46%-34.2pp |
| Employer contribution / active EE | $23,767 | $4,869+388.1% | $3,715+539.8% | $4,869+388.1% |
| Participant deferral / active EE | $11,781 | $6,598+78.6% | $5,696+106.8% | $5,287+122.8% |
| Admin fee / account holder | $0 | $7,493-100.0% | $5,517-100.0% | $10,133-100.0% |