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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,207 | $88,707+5.1% | $74,184+25.6% | $273,972-66.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 12.35% | 11.94%+0.4pp | 17.74%-5.4pp | 41.46%-29.1pp |
| Employer contribution / active EE | $20,288 | $3,159+542.1% | $2,370+756.0% | $4,869+316.7% |
| Participant deferral / active EE | $14,947 | $4,212+254.9% | $3,550+321.1% | $5,287+182.7% |
| Admin fee / account holder | $101 | $8,717-98.8% | $5,586-98.2% | $10,133-99.0% |