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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,888 | $78,027-11.7% | $178,528-61.4% | $80,925-14.9% |
| Participation rate | 100.0% | 65.7%+34.3pp | 77.1%+22.9pp | 67.7%+32.3pp |
| Annual return | 16.80% | 18.09%-1.3pp | 27.11%-10.3pp | 35.65%-18.9pp |
| Employer contribution / active EE | $9,613 | $2,281+321.4% | $3,950+143.3% | $2,756+248.8% |
| Participant deferral / active EE | $10,986 | $4,408+149.2% | $6,278+75.0% | $4,299+155.6% |
| Admin fee / account holder | $0 | $7,168-100.0% | $10,419-100.0% | $6,940-100.0% |