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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $239,013 | $153,769+55.4% | $133,975+78.4% | $273,972-12.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 4.45% | 36.51%-32.1pp | 29.29%-24.8pp | 41.46%-37.0pp |
| Employer contribution / active EE | $3,750 | $6,029-37.8% | $5,211-28.0% | $4,869-23.0% |
| Participant deferral / active EE | $6,000 | $6,958-13.8% | $6,282-4.5% | $5,287+13.5% |
| Admin fee / account holder | $52 | $11,765-99.6% | $9,324-99.4% | $10,133-99.5% |