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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,512 | $91,424-33.8% | $135,942-55.5% | $71,495-15.4% |
| Participation rate | 98.3% | 75.7%+22.7pp | 81.9%+16.4pp | 67.9%+30.4pp |
| Annual return | 19.28% | 29.90%-10.6pp | 68.28%-49.0pp | 28.85%-9.6pp |
| Employer contribution / active EE | $7,934 | $3,704+114.2% | $4,858+63.3% | $2,589+206.4% |
| Participant deferral / active EE | $0 | $7,092-100.0% | $7,759-100.0% | $4,291-100.0% |
| Admin fee / account holder | $16 | $1,266-98.7% | $10,764-99.9% | $1,588-99.0% |