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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,496 | $65,685+14.9% | $57,183+32.0% | $273,970-72.4% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 3.57% | 21.99%-18.4pp | 14.59%-11.0pp | 41.46%-37.9pp |
| Employer contribution / active EE | $20,260 | $3,279+517.9% | $2,682+655.3% | $4,869+316.1% |
| Participant deferral / active EE | $0 | $3,781-100.0% | $3,096-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $4,835-100.0% | $3,139-100.0% | $10,132-100.0% |