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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,787 | $81,331+65.7% | $155,534-13.3% | $80,935+66.5% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 14.21% | 33.37%-19.2pp | 64.92%-50.7pp | 35.66%-21.4pp |
| Employer contribution / active EE | $3,892 | $3,105+25.4% | $4,675-16.7% | $2,757+41.2% |
| Participant deferral / active EE | $5,929 | $3,454+71.6% | $5,630+5.3% | $4,299+37.9% |
| Admin fee / account holder | $141 | $7,999-98.2% | $15,900-99.1% | $6,924-98.0% |