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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,857 | $71,534+15.8% | $98,462-15.8% | $71,529+15.8% |
| Participation rate | 97.8% | 72.7%+25.2pp | 75.2%+22.7pp | 67.9%+29.9pp |
| Annual return | 22.15% | 32.44%-10.3pp | 21.17%+1.0pp | 28.97%-6.8pp |
| Employer contribution / active EE | $19,656 | $2,399+719.2% | $3,049+544.7% | $2,590+659.0% |
| Participant deferral / active EE | $0 | $4,109-100.0% | $4,738-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $1,677-100.0% | $8,875-100.0% | $1,588-100.0% |