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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,228 | $145,431-23.5% | $211,142-47.3% | $87,485+27.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.3%+12.7pp | 68.9%+31.1pp |
| Annual return | 24.57% | 27.21%-2.6pp | 46.84%-22.3pp | 26.06%-1.5pp |
| Employer contribution / active EE | $5,755 | $4,662+23.5% | $6,442-10.7% | $2,596+121.7% |
| Participant deferral / active EE | $9,289 | $6,859+35.4% | $9,284+0.1% | $4,274+117.4% |
| Admin fee / account holder | $185 | $17,052-98.9% | $19,076-99.0% | $7,775-97.6% |