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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,750 | $81,709+12.3% | $112,228-18.2% | - |
| Participation rate | 99.0% | 45.5%+53.5pp | 72.4%+26.6pp | - |
| Annual return | 21.53% | 6.32%+15.2pp | 30.23%-8.7pp | - |
| Employer contribution / active EE | $6,994 | $1,703+310.8% | $3,432+103.8% | - |
| Participant deferral / active EE | $0 | $2,305-100.0% | $4,800-100.0% | - |
| Admin fee / account holder | $0 | $7,785-100.0% | $7,752-100.0% | - |