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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,118 | $96,558-54.3% | $80,977-45.5% | $273,972-83.9% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 16.22% | 15.14%+1.1pp | 17.11%-0.9pp | 41.46%-25.2pp |
| Employer contribution / active EE | $14,677 | $4,869+201.4% | $3,715+295.1% | $4,869+201.4% |
| Participant deferral / active EE | $7,233 | $6,598+9.6% | $5,696+27.0% | $5,287+36.8% |
| Admin fee / account holder | $0 | $7,493-100.0% | $5,517-100.0% | $10,133-100.0% |