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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,573 | $94,439+23.4% | $73,658+58.3% | $154,746-24.7% |
| Participation rate | 100.0% | 64.7%+35.3pp | 57.0%+43.0pp | 80.7%+19.3pp |
| Annual return | 12.44% | 28.25%-15.8pp | 29.72%-17.3pp | 172.34%-159.9pp |
| Employer contribution / active EE | $1,112 | $1,257-11.6% | $1,032+7.7% | $4,379-74.6% |
| Participant deferral / active EE | $2,241 | $2,527-11.3% | $2,062+8.7% | $6,730-66.7% |
| Admin fee / account holder | $0 | $3,843-100.0% | $3,357-100.0% | $14,365-100.0% |