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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,860 | $92,219+43.0% | $76,767+71.8% | $135,380-2.6% |
| Participation rate | 84.2% | 79.8%+4.4pp | 77.0%+7.2pp | 82.6%+1.6pp |
| Annual return | 11.20% | 5.46%+5.7pp | 2.43%+8.8pp | 519.81%-508.6pp |
| Employer contribution / active EE | $1,694 | $3,216-47.3% | $2,485-31.8% | $4,779-64.6% |
| Participant deferral / active EE | $3,166 | $4,508-29.8% | $3,852-17.8% | $5,609-43.6% |
| Admin fee / account holder | $14 | $10,749-99.9% | $6,675-99.8% | $10,828-99.9% |