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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,521 | $80,177-5.8% | $123,894-39.0% | $57,658+31.0% |
| Participation rate | 99.7% | 74.4%+25.3pp | 81.4%+18.3pp | 70.2%+29.5pp |
| Annual return | 13.47% | 17.90%-4.4pp | 47.52%-34.0pp | 5.13%+8.3pp |
| Employer contribution / active EE | $6,309 | $2,913+116.6% | $4,617+36.6% | $1,974+219.6% |
| Participant deferral / active EE | $0 | $5,130-100.0% | $5,984-100.0% | $3,061-100.0% |
| Admin fee / account holder | $0 | $106-100.0% | $8,357-100.0% | $95-100.0% |