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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,344 | $99,345+6.0% | $84,753+24.3% | $273,972-61.5% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 2.53% | 22.93%-20.4pp | 22.78%-20.3pp | 41.46%-38.9pp |
| Employer contribution / active EE | $7,500 | $4,214+78.0% | $3,574+109.8% | $4,869+54.0% |
| Participant deferral / active EE | $6,470 | $4,270+51.5% | $3,712+74.3% | $5,287+22.4% |
| Admin fee / account holder | $0 | $6,645-100.0% | $5,333-100.0% | $10,133-100.0% |