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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,779 | $99,345+36.7% | $84,753+60.2% | $273,972-50.4% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 10.45% | 22.93%-12.5pp | 22.78%-12.3pp | 41.46%-31.0pp |
| Employer contribution / active EE | $3,811 | $4,214-9.6% | $3,574+6.6% | $4,869-21.7% |
| Participant deferral / active EE | $19,732 | $4,270+362.1% | $3,712+431.6% | $5,287+273.2% |
| Admin fee / account holder | $0 | $6,645-100.0% | $5,333-100.0% | $10,133-100.0% |