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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $208,705 | $140,592+48.4% | $123,105+69.5% | $125,389+66.4% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | 2.44% | 16.80%-14.4pp | 13.22%-10.8pp | 282.24%-279.8pp |
| Employer contribution / active EE | $5,220 | $6,041-13.6% | $5,151+1.3% | $4,866+7.3% |
| Participant deferral / active EE | $21,000 | $6,980+200.8% | $6,229+237.1% | $5,352+292.4% |
| Admin fee / account holder | $0 | $11,198-100.0% | $9,014-100.0% | $9,541-100.0% |