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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $226,552 | $87,544+158.8% | $75,784+198.9% | $125,388+80.7% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | 2.47% | 13.49%-11.0pp | 9.68%-7.2pp | 282.24%-279.8pp |
| Employer contribution / active EE | $3,383 | $3,930-13.9% | $3,323+1.8% | $4,866-30.5% |
| Participant deferral / active EE | $7,737 | $4,229+82.9% | $3,652+111.9% | $5,352+44.6% |
| Admin fee / account holder | $139 | $6,502-97.9% | $5,300-97.4% | $9,541-98.5% |