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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,603 | $88,707+32.6% | $74,184+58.5% | $273,972-57.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 10.57% | 11.94%-1.4pp | 17.74%-7.2pp | 41.46%-30.9pp |
| Employer contribution / active EE | $2,816 | $3,159-10.9% | $2,370+18.8% | $4,869-42.2% |
| Participant deferral / active EE | $3,385 | $4,212-19.6% | $3,550-4.6% | $5,287-36.0% |
| Admin fee / account holder | $19 | $8,717-99.8% | $5,586-99.7% | $10,133-99.8% |