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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $201,333 | $136,307+47.7% | $106,619+88.8% | $273,972-26.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 78.0%+22.0pp | 83.0%+17.0pp |
| Annual return | 3.88% | 11.05%-7.2pp | 9.42%-5.5pp | 41.46%-37.6pp |
| Employer contribution / active EE | $4,862 | $5,190-6.3% | $3,947+23.2% | $4,869-0.1% |
| Participant deferral / active EE | $0 | $4,969-100.0% | $3,930-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $8,625-100.0% | $6,418-100.0% | $10,133-100.0% |