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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $234,313 | $99,345+135.9% | $84,753+176.5% | $273,972-14.5% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 8.27% | 22.93%-14.7pp | 22.78%-14.5pp | 41.46%-33.2pp |
| Employer contribution / active EE | $7,936 | $4,214+88.3% | $3,574+122.0% | $4,869+63.0% |
| Participant deferral / active EE | $7,260 | $4,270+70.0% | $3,712+95.6% | $5,287+37.3% |
| Admin fee / account holder | $256 | $6,645-96.1% | $5,333-95.2% | $10,133-97.5% |