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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,207 | $99,345+36.1% | $84,753+59.5% | $273,972-50.6% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 5.86% | 22.93%-17.1pp | 22.78%-16.9pp | 41.46%-35.6pp |
| Employer contribution / active EE | $16,386 | $4,214+288.9% | $3,574+358.4% | $4,869+236.6% |
| Participant deferral / active EE | $3,861 | $4,270-9.6% | $3,712+4.0% | $5,287-27.0% |
| Admin fee / account holder | $94 | $6,645-98.6% | $5,333-98.2% | $10,133-99.1% |