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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,674 | $136,307-61.4% | $106,619-50.6% | $273,972-80.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 78.0%+22.0pp | 83.0%+17.0pp |
| Annual return | 12.51% | 11.05%+1.5pp | 9.42%+3.1pp | 41.46%-28.9pp |
| Employer contribution / active EE | $8,850 | $5,190+70.5% | $3,947+124.2% | $4,869+81.8% |
| Participant deferral / active EE | $12,051 | $4,969+142.5% | $3,930+206.6% | $5,287+127.9% |
| Admin fee / account holder | $0 | $8,625-100.0% | $6,418-100.0% | $10,133-100.0% |