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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,231 | $99,343+46.2% | $84,751+71.4% | $273,968-47.0% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 6.68% | 22.93%-16.2pp | 22.78%-16.1pp | 41.45%-34.8pp |
| Employer contribution / active EE | $1,945 | $4,214-53.8% | $3,574-45.6% | $4,869-60.1% |
| Participant deferral / active EE | $16,421 | $4,269+284.6% | $3,712+342.4% | $5,287+210.6% |
| Admin fee / account holder | $0 | $6,645-100.0% | $5,333-100.0% | $10,132-100.0% |