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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $235,940 | $99,345+137.5% | $84,753+178.4% | $273,972-13.9% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 8.80% | 22.93%-14.1pp | 22.78%-14.0pp | 41.46%-32.7pp |
| Employer contribution / active EE | $10,996 | $4,214+160.9% | $3,574+207.6% | $4,869+125.8% |
| Participant deferral / active EE | $7,186 | $4,270+68.3% | $3,712+93.6% | $5,287+35.9% |
| Admin fee / account holder | $121 | $6,645-98.2% | $5,333-97.7% | $10,133-98.8% |