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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,729 | $99,345+17.5% | $84,753+37.7% | $273,972-57.4% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 5.70% | 22.93%-17.2pp | 22.78%-17.1pp | 41.46%-35.8pp |
| Employer contribution / active EE | $9,099 | $4,214+115.9% | $3,574+154.5% | $4,869+86.9% |
| Participant deferral / active EE | $12,000 | $4,270+181.0% | $3,712+223.3% | $5,287+127.0% |
| Admin fee / account holder | $0 | $6,645-100.0% | $5,333-100.0% | $10,133-100.0% |