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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,048 | $105,623+37.3% | $87,502+65.8% | $273,972-47.1% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 11.44% | 12.26%-0.8pp | 12.21%-0.8pp | 41.46%-30.0pp |
| Employer contribution / active EE | $8,333 | $3,141+165.3% | $2,550+226.8% | $4,869+71.2% |
| Participant deferral / active EE | $16,000 | $3,601+344.4% | $3,149+408.1% | $5,287+202.6% |
| Admin fee / account holder | $0 | $4,781-100.0% | $4,221-100.0% | $10,133-100.0% |