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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,101 | $86,701+25.8% | $73,309+48.8% | $125,389-13.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | 1.59% | 2.78%-1.2pp | 5.67%-4.1pp | 282.24%-280.7pp |
| Employer contribution / active EE | $7,399 | $4,152+78.2% | $3,237+128.6% | $4,866+52.1% |
| Participant deferral / active EE | $7,526 | $5,549+35.6% | $4,991+50.8% | $5,352+40.6% |
| Admin fee / account holder | $0 | $7,768-100.0% | $5,635-100.0% | $9,541-100.0% |