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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,605 | $93,598+21.4% | $135,974-16.5% | $75,173+51.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 19.21% | 30.89%-11.7pp | 68.30%-49.1pp | 160.72%-141.5pp |
| Employer contribution / active EE | $4,007 | $3,538+13.3% | $4,859-17.5% | $2,671+50.0% |
| Participant deferral / active EE | $11,035 | $6,405+72.3% | $7,760+42.2% | $4,126+167.4% |
| Admin fee / account holder | $163 | $6,978-97.7% | $10,767-98.5% | $5,651-97.1% |