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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,213 | $99,341+28.1% | $84,750+50.1% | $273,965-53.6% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 6.80% | 22.93%-16.1pp | 22.78%-16.0pp | 41.45%-34.7pp |
| Employer contribution / active EE | $9,827 | $4,214+133.2% | $3,574+174.9% | $4,869+101.8% |
| Participant deferral / active EE | $7,090 | $4,269+66.1% | $3,712+91.0% | $5,287+34.1% |
| Admin fee / account holder | $238 | $6,644-96.4% | $5,332-95.5% | $10,132-97.6% |