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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,680 | $99,345+28.5% | $84,753+50.7% | $273,972-53.4% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 6.90% | 22.93%-16.0pp | 22.78%-15.9pp | 41.46%-34.6pp |
| Employer contribution / active EE | $1,356 | $4,214-67.8% | $3,574-62.1% | $4,869-72.2% |
| Participant deferral / active EE | $5,171 | $4,270+21.1% | $3,712+39.3% | $5,287-2.2% |
| Admin fee / account holder | $0 | $6,645-100.0% | $5,333-100.0% | $10,133-100.0% |