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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $204,711 | $96,558+112.0% | $80,977+152.8% | $273,970-25.3% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 6.89% | 15.14%-8.3pp | 17.11%-10.2pp | 41.46%-34.6pp |
| Employer contribution / active EE | $3,763 | $4,869-22.7% | $3,715+1.3% | $4,869-22.7% |
| Participant deferral / active EE | $14,054 | $6,598+113.0% | $5,696+146.7% | $5,287+165.8% |
| Admin fee / account holder | $0 | $7,493-100.0% | $5,517-100.0% | $10,132-100.0% |