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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,206 | $49,025+202.3% | $87,502+69.4% | $62,881+135.7% |
| Participation rate | 100.0% | 64.9%+35.1pp | 73.8%+26.2pp | 69.3%+30.7pp |
| Annual return | 5.27% | 10.02%-4.8pp | 12.21%-6.9pp | 20.14%-14.9pp |
| Employer contribution / active EE | $3,951 | $1,372+188.0% | $2,550+55.0% | $2,281+73.2% |
| Participant deferral / active EE | $6,099 | $2,289+166.4% | $3,149+93.7% | $3,203+90.4% |
| Admin fee / account holder | $111 | $4,065-97.3% | $4,221-97.4% | $4,296-97.4% |