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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,383 | $289,147-49.7% | $220,109-33.9% | $289,147-49.7% |
| Participation rate | 100.0% | 80.8%+19.2pp | 100.0%0pp | 80.8%+19.2pp |
| Annual return | 18.11% | 12.61%+5.5pp | 11.11%+7.0pp | 12.61%+5.5pp |
| Employer contribution / active EE | $0 | $13,617-100.0% | $6,568-100.0% | $13,617-100.0% |
| Participant deferral / active EE | $1,000 | $5,372-81.4% | $5,550-82.0% | $5,372-81.4% |
| Admin fee / account holder | $0 | $23,026-100.0% | $1,643-100.0% | $23,026-100.0% |