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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,530 | $82,979-27.1% | $102,383-40.9% | $77,714-22.1% |
| Participation rate | 99.1% | 71.5%+27.6pp | 74.5%+24.6pp | 70.6%+28.6pp |
| Annual return | 12.50% | 19.11%-6.6pp | 24.94%-12.4pp | 31.26%-18.8pp |
| Employer contribution / active EE | $11,968 | $3,554+236.8% | $3,870+209.2% | $2,727+338.9% |
| Participant deferral / active EE | $0 | $4,109-100.0% | $5,060-100.0% | $4,649-100.0% |
| Admin fee / account holder | $1 | $639-99.9% | $8,391-100.0% | $433-99.8% |