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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $215,778 | $96,956+122.6% | $69,779+209.2% | $273,972-21.2% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.8%+28.2pp | 83.0%+17.0pp |
| Annual return | 11.45% | 12.93%-1.5pp | 12.99%-1.5pp | 41.46%-30.0pp |
| Employer contribution / active EE | $3,417 | $3,316+3.0% | $2,338+46.1% | $4,869-29.8% |
| Participant deferral / active EE | $6,214 | $3,744+66.0% | $2,931+112.0% | $5,287+17.5% |
| Admin fee / account holder | $0 | $7,934-100.0% | $4,381-100.0% | $10,133-100.0% |