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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,627 | $65,712+62.3% | $57,196+86.4% | $273,972-61.1% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 17.40% | 22.01%-4.6pp | 14.59%+2.8pp | 41.46%-24.1pp |
| Employer contribution / active EE | $3,700 | $3,280+12.8% | $2,683+37.9% | $4,869-24.0% |
| Participant deferral / active EE | $5,056 | $3,782+33.7% | $3,096+63.3% | $5,287-4.4% |
| Admin fee / account holder | $13 | $4,838-99.7% | $3,141-99.6% | $10,133-99.9% |