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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $156,204 | $153,769+1.6% | $133,975+16.6% | $273,972-43.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 7.20% | 36.51%-29.3pp | 29.29%-22.1pp | 41.46%-34.3pp |
| Employer contribution / active EE | $12,075 | $6,029+100.3% | $5,211+131.7% | $4,869+148.0% |
| Participant deferral / active EE | $10,709 | $6,958+53.9% | $6,282+70.5% | $5,287+102.5% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,133-100.0% |