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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,713 | $65,712+65.4% | $57,196+90.1% | $273,972-60.3% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 5.49% | 22.01%-16.5pp | 14.59%-9.1pp | 41.46%-36.0pp |
| Employer contribution / active EE | $3,547 | $3,280+8.1% | $2,683+32.2% | $4,869-27.1% |
| Participant deferral / active EE | $8,597 | $3,782+127.3% | $3,096+177.7% | $5,287+62.6% |
| Admin fee / account holder | $159 | $4,838-96.7% | $3,141-94.9% | $10,133-98.4% |