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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $164,340 | $99,345+65.4% | $84,753+93.9% | $273,972-40.0% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 4.53% | 22.93%-18.4pp | 22.78%-18.3pp | 41.46%-36.9pp |
| Employer contribution / active EE | $2,597 | $4,214-38.4% | $3,574-27.3% | $4,869-46.7% |
| Participant deferral / active EE | $8,317 | $4,270+94.8% | $3,712+124.1% | $5,287+57.3% |
| Admin fee / account holder | $0 | $6,645-100.0% | $5,333-100.0% | $10,133-100.0% |