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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $164,865 | $153,311+7.5% | $109,313+50.8% | $273,972-39.8% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 7.31% | 29.86%-22.5pp | 22.07%-14.8pp | 41.46%-34.1pp |
| Employer contribution / active EE | $17,226 | $5,619+206.6% | $3,892+342.6% | $4,869+253.8% |
| Participant deferral / active EE | $4,266 | $3,932+8.5% | $3,166+34.7% | $5,287-19.3% |
| Admin fee / account holder | $0 | $8,076-100.0% | $5,666-100.0% | $10,133-100.0% |