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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,530 | $83,023-27.1% | $102,437-40.9% | $77,762-22.2% |
| Participation rate | 99.1% | 71.5%+27.6pp | 74.5%+24.6pp | 70.6%+28.5pp |
| Annual return | 12.50% | 19.12%-6.6pp | 24.95%-12.4pp | 31.27%-18.8pp |
| Employer contribution / active EE | $11,968 | $3,552+236.9% | $3,871+209.2% | $2,728+338.7% |
| Participant deferral / active EE | $0 | $4,110-100.0% | $5,060-100.0% | $4,651-100.0% |
| Admin fee / account holder | $1 | $639-99.9% | $8,388-100.0% | $433-99.8% |