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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $193,558 | $93,064+108.0% | $74,577+159.5% | $273,972-29.4% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 12.27% | 26.18%-13.9pp | 20.47%-8.2pp | 41.46%-29.2pp |
| Employer contribution / active EE | $3,507 | $3,160+11.0% | $2,525+38.9% | $4,869-28.0% |
| Participant deferral / active EE | $8,660 | $4,160+108.2% | $3,458+150.4% | $5,287+63.8% |
| Admin fee / account holder | $5 | $5,273-99.9% | $4,138-99.9% | $10,133-99.9% |