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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,913 | $87,546+55.2% | $75,784+79.3% | $125,389+8.4% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | 0.18% | 13.49%-13.3pp | 9.68%-9.5pp | 282.24%-282.1pp |
| Employer contribution / active EE | $3,736 | $3,930-4.9% | $3,323+12.4% | $4,866-23.2% |
| Participant deferral / active EE | $16,720 | $4,230+295.3% | $3,652+357.9% | $5,352+212.4% |
| Admin fee / account holder | -$150 | $6,503-102.3% | $5,300-102.8% | $9,541-101.6% |