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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,757 | $65,712+30.5% | $57,196+49.9% | $273,972-68.7% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 8.21% | 22.01%-13.8pp | 14.59%-6.4pp | 41.46%-33.2pp |
| Employer contribution / active EE | $9,893 | $3,280+201.6% | $2,683+268.7% | $4,869+103.2% |
| Participant deferral / active EE | $10,527 | $3,782+178.4% | $3,096+240.0% | $5,287+99.1% |
| Admin fee / account holder | $7 | $4,838-99.8% | $3,141-99.8% | $10,133-99.9% |