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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,192 | $60,349+56.1% | $74,184+27.0% | $62,881+49.8% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 7.43% | 21.38%-13.9pp | 17.74%-10.3pp | 20.14%-12.7pp |
| Employer contribution / active EE | $1,918 | $1,680+14.2% | $2,370-19.1% | $2,281-15.9% |
| Participant deferral / active EE | $3,600 | $2,856+26.0% | $3,550+1.4% | $3,203+12.4% |
| Admin fee / account holder | $18 | $4,261-99.6% | $5,586-99.7% | $4,296-99.6% |