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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,244 | $153,769-42.6% | $133,975-34.1% | $273,972-67.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 23.22% | 36.51%-13.3pp | 29.29%-6.1pp | 41.46%-18.2pp |
| Employer contribution / active EE | $39,275 | $6,029+551.5% | $5,211+653.7% | $4,869+706.7% |
| Participant deferral / active EE | $0 | $6,958-100.0% | $6,282-100.0% | $5,287-100.0% |
| Admin fee / account holder | $72 | $11,765-99.4% | $9,324-99.2% | $10,133-99.3% |