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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $173,343 | $96,558+79.5% | $80,977+114.1% | $273,972-36.7% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 7.50% | 15.14%-7.6pp | 17.11%-9.6pp | 41.46%-34.0pp |
| Employer contribution / active EE | $3,402 | $4,869-30.1% | $3,715-8.4% | $4,869-30.1% |
| Participant deferral / active EE | $11,594 | $6,598+75.7% | $5,696+103.5% | $5,287+119.3% |
| Admin fee / account holder | $0 | $7,493-100.0% | $5,517-100.0% | $10,133-100.0% |