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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,259 | $52,306+128.0% | $69,779+70.9% | $62,881+89.7% |
| Participation rate | 100.0% | 67.2%+32.8pp | 71.8%+28.2pp | 69.3%+30.7pp |
| Annual return | 9.03% | 13.35%-4.3pp | 12.99%-4.0pp | 20.14%-11.1pp |
| Employer contribution / active EE | $2,963 | $1,799+64.7% | $2,338+26.7% | $2,281+29.9% |
| Participant deferral / active EE | $3,991 | $2,395+66.6% | $2,931+36.2% | $3,203+24.6% |
| Admin fee / account holder | $5 | $3,691-99.9% | $4,381-99.9% | $4,296-99.9% |