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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,637 | $99,345+19.4% | $84,753+40.0% | $273,972-56.7% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 3.88% | 22.93%-19.0pp | 22.78%-18.9pp | 41.46%-37.6pp |
| Employer contribution / active EE | $8,712 | $4,214+106.7% | $3,574+143.7% | $4,869+78.9% |
| Participant deferral / active EE | $8,147 | $4,270+90.8% | $3,712+119.5% | $5,287+54.1% |
| Admin fee / account holder | $0 | $6,645-100.0% | $5,333-100.0% | $10,133-100.0% |