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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $196,535 | $88,707+121.6% | $74,184+164.9% | $273,972-28.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 6.58% | 11.94%-5.4pp | 17.74%-11.2pp | 41.46%-34.9pp |
| Employer contribution / active EE | $1,000 | $3,159-68.3% | $2,370-57.8% | $4,869-79.5% |
| Participant deferral / active EE | $5,929 | $4,212+40.8% | $3,550+67.0% | $5,287+12.1% |
| Admin fee / account holder | $0 | $8,717-100.0% | $5,586-100.0% | $10,133-100.0% |