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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,884 | $65,712+20.0% | $57,196+37.9% | $273,972-71.2% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 10.77% | 22.01%-11.2pp | 14.59%-3.8pp | 41.46%-30.7pp |
| Employer contribution / active EE | $6,088 | $3,280+85.6% | $2,683+126.9% | $4,869+25.0% |
| Participant deferral / active EE | $2,371 | $3,782-37.3% | $3,096-23.4% | $5,287-55.2% |
| Admin fee / account holder | $0 | $4,838-100.0% | $3,141-100.0% | $10,133-100.0% |