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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $198,586 | $105,623+88.0% | $87,502+127.0% | $273,972-27.5% |
| Participation rate | 94.1% | 78.2%+15.9pp | 73.8%+20.3pp | 83.0%+11.1pp |
| Annual return | 9.97% | 12.26%-2.3pp | 12.21%-2.2pp | 41.46%-31.5pp |
| Employer contribution / active EE | $1,774 | $3,141-43.5% | $2,550-30.4% | $4,869-63.6% |
| Participant deferral / active EE | $3,096 | $3,601-14.0% | $3,149-1.7% | $5,287-41.4% |
| Admin fee / account holder | $7 | $4,781-99.9% | $4,221-99.8% | $10,133-99.9% |