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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $221,990 | $60,349+267.8% | $74,184+199.2% | $62,881+253.0% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 4.72% | 21.38%-16.7pp | 17.74%-13.0pp | 20.14%-15.4pp |
| Employer contribution / active EE | $6,011 | $1,680+257.7% | $2,370+153.6% | $2,281+163.5% |
| Participant deferral / active EE | $0 | $2,856-100.0% | $3,550-100.0% | $3,203-100.0% |
| Admin fee / account holder | $0 | $4,261-100.0% | $5,586-100.0% | $4,296-100.0% |