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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,538 | $99,345+67.6% | $84,753+96.5% | $273,972-39.2% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 7.01% | 22.93%-15.9pp | 22.78%-15.8pp | 41.46%-34.4pp |
| Employer contribution / active EE | $8,293 | $4,214+96.8% | $3,574+132.0% | $4,869+70.3% |
| Participant deferral / active EE | $5,820 | $4,270+36.3% | $3,712+56.8% | $5,287+10.1% |
| Admin fee / account holder | $268 | $6,645-96.0% | $5,333-95.0% | $10,133-97.4% |