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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,544 | $99,345+22.3% | $84,753+43.4% | $273,972-55.6% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 2.98% | 22.93%-20.0pp | 22.78%-19.8pp | 41.46%-38.5pp |
| Employer contribution / active EE | $12,548 | $4,214+197.8% | $3,574+251.0% | $4,869+157.7% |
| Participant deferral / active EE | $6,489 | $4,270+52.0% | $3,712+74.8% | $5,287+22.7% |
| Admin fee / account holder | $0 | $6,645-100.0% | $5,333-100.0% | $10,133-100.0% |