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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,636 | $99,345+19.4% | $84,753+40.0% | $273,972-56.7% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 7.69% | 22.93%-15.2pp | 22.78%-15.1pp | 41.46%-33.8pp |
| Employer contribution / active EE | $3,843 | $4,214-8.8% | $3,574+7.5% | $4,869-21.1% |
| Participant deferral / active EE | $12,572 | $4,270+194.4% | $3,712+238.7% | $5,287+137.8% |
| Admin fee / account holder | $0 | $6,645-100.0% | $5,333-100.0% | $10,133-100.0% |