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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $196,665 | $99,345+98.0% | $84,753+132.0% | $273,972-28.2% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 10.81% | 22.93%-12.1pp | 22.78%-12.0pp | 41.46%-30.6pp |
| Employer contribution / active EE | $3,211 | $4,214-23.8% | $3,574-10.2% | $4,869-34.1% |
| Participant deferral / active EE | $11,172 | $4,270+161.7% | $3,712+201.0% | $5,287+111.3% |
| Admin fee / account holder | $112 | $6,645-98.3% | $5,333-97.9% | $10,133-98.9% |