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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,576 | $95,417-39.7% | $135,974-57.7% | $74,460-22.7% |
| Participation rate | 94.2% | 78.2%+16.0pp | 81.9%+12.3pp | 70.7%+23.5pp |
| Annual return | 24.89% | 32.76%-7.9pp | 68.30%-43.4pp | 34.38%-9.5pp |
| Employer contribution / active EE | $33,259 | $3,878+757.7% | $4,859+584.5% | $2,638+1160.7% |
| Participant deferral / active EE | $0 | $7,789-100.0% | $7,760-100.0% | $4,530-100.0% |
| Admin fee / account holder | $3 | $266-98.9% | $10,767-100.0% | $348-99.2% |