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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,537 | $76,551+20.9% | $123,894-25.3% | $62,881+47.2% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 9.09% | 18.68%-9.6pp | 47.52%-38.4pp | 20.14%-11.1pp |
| Employer contribution / active EE | $4,214 | $2,882+46.2% | $4,617-8.7% | $2,281+84.7% |
| Participant deferral / active EE | $10,286 | $4,840+112.5% | $5,984+71.9% | $3,203+221.2% |
| Admin fee / account holder | $146 | $4,826-97.0% | $8,357-98.3% | $4,296-96.6% |