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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,377 | $39,132+118.2% | $57,196+49.3% | $62,881+35.8% |
| Participation rate | 98.0% | 70.5%+27.6pp | 75.3%+22.7pp | 69.3%+28.7pp |
| Annual return | 5.08% | 9.24%-4.2pp | 14.59%-9.5pp | 20.14%-15.1pp |
| Employer contribution / active EE | $3,639 | $1,874+94.2% | $2,683+35.6% | $2,281+59.6% |
| Participant deferral / active EE | $6,323 | $2,374+166.3% | $3,096+104.2% | $3,203+97.4% |
| Admin fee / account holder | $0 | $2,594-100.0% | $3,141-100.0% | $4,296-100.0% |