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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,988 | $65,712+24.8% | $57,196+43.3% | $273,972-70.1% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 6.58% | 22.01%-15.4pp | 14.59%-8.0pp | 41.46%-34.9pp |
| Employer contribution / active EE | $19,394 | $3,280+491.3% | $2,683+622.8% | $4,869+298.3% |
| Participant deferral / active EE | $13,136 | $3,782+247.3% | $3,096+324.3% | $5,287+148.4% |
| Admin fee / account holder | $0 | $4,838-100.0% | $3,141-100.0% | $10,133-100.0% |