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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $206,488 | $93,064+121.9% | $74,577+176.9% | $273,972-24.6% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 10.62% | 26.18%-15.6pp | 20.47%-9.8pp | 41.46%-30.8pp |
| Employer contribution / active EE | $2,528 | $3,160-20.0% | $2,525+0.1% | $4,869-48.1% |
| Participant deferral / active EE | $5,814 | $4,160+39.7% | $3,458+68.1% | $5,287+10.0% |
| Admin fee / account holder | $15 | $5,273-99.7% | $4,138-99.6% | $10,133-99.9% |