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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,671 | $76,312+54.2% | $67,221+75.1% | $158,950-26.0% |
| Participation rate | 100.0% | 84.3%+15.7pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 11.99% | 22.77%-10.8pp | 20.72%-8.7pp | 302.91%-290.9pp |
| Employer contribution / active EE | $6,324 | $4,476+41.3% | $3,723+69.8% | $4,762+32.8% |
| Participant deferral / active EE | $4,730 | $5,264-10.1% | $4,384+7.9% | $5,983-20.9% |
| Admin fee / account holder | $1 | $8,005-100.0% | $5,844-100.0% | $11,248-100.0% |