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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,726 | $99,345+43.7% | $84,753+68.4% | $273,972-47.9% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 5.50% | 22.93%-17.4pp | 22.78%-17.3pp | 41.46%-36.0pp |
| Employer contribution / active EE | $11,750 | $4,214+178.8% | $3,574+228.7% | $4,869+141.3% |
| Participant deferral / active EE | $10,100 | $4,270+136.5% | $3,712+172.1% | $5,287+91.0% |
| Admin fee / account holder | $254 | $6,645-96.2% | $5,333-95.2% | $10,133-97.5% |