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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,932 | $99,345+36.8% | $84,753+60.4% | $273,972-50.4% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 7.31% | 22.93%-15.6pp | 22.78%-15.5pp | 41.46%-34.1pp |
| Employer contribution / active EE | $962 | $4,214-77.2% | $3,574-73.1% | $4,869-80.3% |
| Participant deferral / active EE | $17,308 | $4,270+305.4% | $3,712+366.3% | $5,287+227.3% |
| Admin fee / account holder | $0 | $6,645-100.0% | $5,333-100.0% | $10,133-100.0% |