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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,069 | $93,064+63.4% | $74,577+103.9% | $273,970-44.5% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 8.41% | 26.18%-17.8pp | 20.47%-12.1pp | 41.46%-33.0pp |
| Employer contribution / active EE | $4,490 | $3,160+42.1% | $2,525+77.8% | $4,869-7.8% |
| Participant deferral / active EE | $14,952 | $4,160+259.4% | $3,458+332.3% | $5,287+182.8% |
| Admin fee / account holder | $150 | $5,273-97.2% | $4,138-96.4% | $10,132-98.5% |