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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,934 | $69,541+0.6% | $59,899+16.8% | $135,380-48.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | 10.76% | 7.95%+2.8pp | 3.46%+7.3pp | 519.81%-509.0pp |
| Employer contribution / active EE | $8,915 | $3,236+175.5% | $2,723+227.4% | $4,779+86.6% |
| Participant deferral / active EE | $7,200 | $4,206+71.2% | $3,402+111.6% | $5,609+28.4% |
| Admin fee / account holder | $0 | $5,737-100.0% | $3,592-100.0% | $10,828-100.0% |