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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,039 | $88,707+1.5% | $74,184+21.4% | $273,972-67.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 35.19% | 11.94%+23.2pp | 17.74%+17.5pp | 41.46%-6.3pp |
| Employer contribution / active EE | $1,843 | $3,159-41.7% | $2,370-22.3% | $4,869-62.2% |
| Participant deferral / active EE | $3,791 | $4,212-10.0% | $3,550+6.8% | $5,287-28.3% |
| Admin fee / account holder | $0 | $8,717-100.0% | $5,586-100.0% | $10,133-100.0% |