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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,257 | $96,956+15.8% | $69,779+60.9% | $273,972-59.0% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.8%+28.2pp | 83.0%+17.0pp |
| Annual return | 5.24% | 12.93%-7.7pp | 12.99%-7.8pp | 41.46%-36.2pp |
| Employer contribution / active EE | $3,383 | $3,316+2.0% | $2,338+44.7% | $4,869-30.5% |
| Participant deferral / active EE | $4,893 | $3,744+30.7% | $2,931+67.0% | $5,287-7.5% |
| Admin fee / account holder | $47 | $7,934-99.4% | $4,381-98.9% | $10,133-99.5% |