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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,594 | $65,712+107.9% | $57,196+138.8% | $273,972-50.1% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 6.17% | 22.01%-15.8pp | 14.59%-8.4pp | 41.46%-35.3pp |
| Employer contribution / active EE | $3,201 | $3,280-2.4% | $2,683+19.3% | $4,869-34.3% |
| Participant deferral / active EE | $5,601 | $3,782+48.1% | $3,096+80.9% | $5,287+5.9% |
| Admin fee / account holder | $0 | $4,838-100.0% | $3,141-100.0% | $10,133-100.0% |