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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,919 | $88,707+40.8% | $74,184+68.4% | $273,972-54.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 6.25% | 11.94%-5.7pp | 17.74%-11.5pp | 41.46%-35.2pp |
| Employer contribution / active EE | $4,169 | $3,159+31.9% | $2,370+75.9% | $4,869-14.4% |
| Participant deferral / active EE | $8,124 | $4,212+92.9% | $3,550+128.9% | $5,287+53.6% |
| Admin fee / account holder | $223 | $8,717-97.4% | $5,586-96.0% | $10,133-97.8% |