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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,136 | $64,311+35.5% | $57,356+51.9% | $125,389-30.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | 2.32% | 25.14%-22.8pp | 24.41%-22.1pp | 282.24%-279.9pp |
| Employer contribution / active EE | $6,675 | $3,193+109.1% | $2,689+148.3% | $4,866+37.2% |
| Participant deferral / active EE | $10,150 | $3,846+163.9% | $3,162+221.0% | $5,352+89.7% |
| Admin fee / account holder | $265 | $5,243-94.9% | $3,357-92.1% | $9,541-97.2% |