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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,995 | $96,558+41.9% | $80,977+69.2% | $273,972-50.0% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 3.88% | 15.14%-11.3pp | 17.11%-13.2pp | 41.46%-37.6pp |
| Employer contribution / active EE | $9,300 | $4,869+91.0% | $3,715+150.4% | $4,869+91.0% |
| Participant deferral / active EE | $18,600 | $6,598+181.9% | $5,696+226.5% | $5,287+251.8% |
| Admin fee / account holder | $0 | $7,493-100.0% | $5,517-100.0% | $10,133-100.0% |