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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,391 | $65,712+103.0% | $57,196+133.2% | $273,972-51.3% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 5.54% | 22.01%-16.5pp | 14.59%-9.1pp | 41.46%-35.9pp |
| Employer contribution / active EE | $6,334 | $3,280+93.1% | $2,683+136.1% | $4,869+30.1% |
| Participant deferral / active EE | $9,471 | $3,782+150.4% | $3,096+205.9% | $5,287+79.1% |
| Admin fee / account holder | $0 | $4,838-100.0% | $3,141-100.0% | $10,133-100.0% |