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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $172,948 | $95,917+80.3% | $79,583+117.3% | $134,545+28.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | 6.35% | -2.70%+9.0pp | 0.16%+6.2pp | 418.37%-412.0pp |
| Employer contribution / active EE | $5,525 | $3,129+76.6% | $2,414+128.9% | $4,742+16.5% |
| Participant deferral / active EE | $5,197 | $4,694+10.7% | $3,986+30.4% | $6,401-18.8% |
| Admin fee / account holder | $0 | $9,132-100.0% | $6,835-100.0% | $11,431-100.0% |