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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $196,371 | $93,064+111.0% | $74,577+163.3% | $273,972-28.3% |
| Participation rate | 94.4% | 74.9%+19.5pp | 68.1%+26.3pp | 83.0%+11.4pp |
| Annual return | 7.50% | 26.18%-18.7pp | 20.47%-13.0pp | 41.46%-34.0pp |
| Employer contribution / active EE | $528 | $3,160-83.3% | $2,525-79.1% | $4,869-89.2% |
| Participant deferral / active EE | $9,723 | $4,160+133.7% | $3,458+181.1% | $5,287+83.9% |
| Admin fee / account holder | $6 | $5,273-99.9% | $4,138-99.9% | $10,133-99.9% |