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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,360 | $67,411+59.3% | $91,004+18.0% | $70,126+53.1% |
| Participation rate | 100.0% | 71.4%+28.6pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | 17.06% | -40.16%+57.2pp | 4.60%+12.5pp | 73.15%-56.1pp |
| Employer contribution / active EE | $2,222 | $1,786+24.4% | $2,456-9.5% | $2,343-5.1% |
| Participant deferral / active EE | $2,200 | $2,823-22.1% | $3,548-38.0% | $3,332-34.0% |
| Admin fee / account holder | $147 | $4,236-96.5% | $5,417-97.3% | $4,645-96.8% |