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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $175,528 | $88,583+98.2% | $88,497+98.3% | $273,972-35.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 82.4%+17.6pp | 83.0%+17.0pp |
| Annual return | 11.16% | 5.68%+5.5pp | 7.63%+3.5pp | 41.46%-30.3pp |
| Employer contribution / active EE | $11,213 | $4,502+149.0% | $4,036+177.8% | $4,869+130.3% |
| Participant deferral / active EE | $10,243 | $4,891+109.4% | $4,899+109.1% | $5,287+93.7% |
| Admin fee / account holder | $81 | $8,980-99.1% | $6,220-98.7% | $10,133-99.2% |