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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,206 | $105,623+11.0% | $87,502+33.9% | $273,972-57.2% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 14.18% | 12.26%+1.9pp | 12.21%+2.0pp | 41.46%-27.3pp |
| Employer contribution / active EE | $12,414 | $3,141+295.3% | $2,550+386.9% | $4,869+155.0% |
| Participant deferral / active EE | $11,657 | $3,601+223.7% | $3,149+270.2% | $5,287+120.5% |
| Admin fee / account holder | $0 | $4,781-100.0% | $4,221-100.0% | $10,133-100.0% |