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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,044 | $60,352+87.3% | $74,185+52.4% | $62,881+79.8% |
| Participation rate | 84.1% | 72.7%+11.4pp | 76.6%+7.5pp | 69.3%+14.8pp |
| Annual return | 5.19% | 21.37%-16.2pp | 17.74%-12.5pp | 20.14%-15.0pp |
| Employer contribution / active EE | $5,195 | $1,680+209.2% | $2,370+119.2% | $2,281+127.8% |
| Participant deferral / active EE | $0 | $2,856-100.0% | $3,550-100.0% | $3,203-100.0% |
| Admin fee / account holder | $159 | $4,261-96.3% | $5,586-97.2% | $4,296-96.3% |