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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,032 | $65,712+87.2% | $57,196+115.1% | $273,972-55.1% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 8.75% | 22.01%-13.3pp | 14.59%-5.8pp | 41.46%-32.7pp |
| Employer contribution / active EE | $6,667 | $3,280+103.3% | $2,683+148.5% | $4,869+36.9% |
| Participant deferral / active EE | $5,323 | $3,782+40.7% | $3,096+71.9% | $5,287+0.7% |
| Admin fee / account holder | $0 | $4,838-100.0% | $3,141-100.0% | $10,133-100.0% |