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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,368 | $117,746+2.2% | $256,809-53.1% | $69,733+72.6% |
| Participation rate | 100.0% | 77.1%+22.9pp | 88.5%+11.5pp | 62.5%+37.5pp |
| Annual return | 11.90% | 18.13%-6.2pp | 32.73%-20.8pp | 15.22%-3.3pp |
| Employer contribution / active EE | $5,401 | $4,123+31.0% | $7,263-25.6% | $2,250+140.0% |
| Participant deferral / active EE | $3,858 | $5,632-31.5% | $9,520-59.5% | $3,054+26.3% |
| Admin fee / account holder | $0 | $4,334-100.0% | $25,146-100.0% | $3,102-100.0% |