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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,275 | $72,177+130.4% | $115,038+44.5% | $59,633+178.8% |
| Participation rate | 97.2% | 72.6%+24.7pp | 81.4%+15.9pp | 68.7%+28.6pp |
| Annual return | 1.53% | 12.02%-10.5pp | 26.14%-24.6pp | 2041.45%-2039.9pp |
| Employer contribution / active EE | $9,106 | $2,841+220.5% | $4,608+97.6% | $2,203+313.4% |
| Participant deferral / active EE | $11,378 | $4,783+137.9% | $6,026+88.8% | $3,192+256.5% |
| Admin fee / account holder | $47 | $4,927-99.0% | $8,175-99.4% | $4,297-98.9% |