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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,696 | $153,311-12.8% | $109,313+22.3% | $273,972-51.2% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 4.50% | 29.86%-25.4pp | 22.07%-17.6pp | 41.46%-37.0pp |
| Employer contribution / active EE | $11,718 | $5,619+108.5% | $3,892+201.1% | $4,869+140.7% |
| Participant deferral / active EE | $6,268 | $3,932+59.4% | $3,166+97.9% | $5,287+18.5% |
| Admin fee / account holder | $0 | $8,076-100.0% | $5,666-100.0% | $10,133-100.0% |