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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,228 | $149,446-25.6% | $256,809-56.7% | $94,015+18.3% |
| Participation rate | 100.0% | 85.3%+14.7pp | 88.5%+11.5pp | 70.8%+29.2pp |
| Annual return | 24.57% | 17.55%+7.0pp | 32.73%-8.2pp | 17.84%+6.7pp |
| Employer contribution / active EE | $5,755 | $4,596+25.2% | $7,263-20.8% | $2,790+106.3% |
| Participant deferral / active EE | $9,289 | $6,491+43.1% | $9,520-2.4% | $4,249+118.6% |
| Admin fee / account holder | $185 | $24,035-99.2% | $25,146-99.3% | $8,951-97.9% |