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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $236,862 | $99,345+138.4% | $84,753+179.5% | $273,972-13.5% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 8.27% | 22.93%-14.7pp | 22.78%-14.5pp | 41.46%-33.2pp |
| Employer contribution / active EE | $3,379 | $4,214-19.8% | $3,574-5.5% | $4,869-30.6% |
| Participant deferral / active EE | $7,616 | $4,270+78.4% | $3,712+105.2% | $5,287+44.1% |
| Admin fee / account holder | $1 | $6,645-100.0% | $5,333-100.0% | $10,133-100.0% |