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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,391 | $76,551+41.6% | $123,894-12.5% | $62,881+72.4% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 7.83% | 18.68%-10.8pp | 47.52%-39.7pp | 20.14%-12.3pp |
| Employer contribution / active EE | $8,742 | $2,882+203.3% | $4,617+89.3% | $2,281+283.3% |
| Participant deferral / active EE | $3,435 | $4,840-29.0% | $5,984-42.6% | $3,203+7.3% |
| Admin fee / account holder | $41 | $4,826-99.1% | $8,357-99.5% | $4,296-99.0% |