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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,097 | $50,464+84.5% | $75,784+22.8% | $52,331+77.9% |
| Participation rate | 100.0% | 66.8%+33.2pp | 75.8%+24.2pp | 68.1%+31.9pp |
| Annual return | 18.56% | 1.03%+17.5pp | 9.68%+8.9pp | 4.54%+14.0pp |
| Employer contribution / active EE | $6,998 | $1,988+251.9% | $3,323+110.6% | $1,882+271.9% |
| Participant deferral / active EE | $0 | $2,570-100.0% | $3,652-100.0% | $3,022-100.0% |
| Admin fee / account holder | $0 | $1,103-100.0% | $5,300-100.0% | $592-100.0% |