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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,604 | $93,064+3.8% | $74,577+29.5% | $273,972-64.7% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 11.18% | 26.18%-15.0pp | 20.47%-9.3pp | 41.46%-30.3pp |
| Employer contribution / active EE | $13,292 | $3,160+320.6% | $2,525+426.4% | $4,869+173.0% |
| Participant deferral / active EE | $6,299 | $4,160+51.4% | $3,458+82.1% | $5,287+19.1% |
| Admin fee / account holder | $0 | $5,273-100.0% | $4,138-100.0% | $10,133-100.0% |