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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,854 | $102,245-44.4% | $89,340-36.4% | $137,256-58.6% |
| Participation rate | 100.0% | 74.9%+25.1pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 18.22% | 21.89%-3.7pp | 20.57%-2.4pp | 220.34%-202.1pp |
| Employer contribution / active EE | $10,314 | $2,529+307.8% | $2,231+362.2% | $4,156+148.2% |
| Participant deferral / active EE | $9,575 | $4,436+115.8% | $3,823+150.5% | $6,407+49.4% |
| Admin fee / account holder | $0 | $8,085-100.0% | $6,704-100.0% | $12,270-100.0% |