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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,546 | $99,345+39.5% | $84,753+63.5% | $273,972-49.4% |
| Participation rate | 90.9% | 80.7%+10.2pp | 76.6%+14.3pp | 83.0%+7.9pp |
| Annual return | 2.35% | 22.93%-20.6pp | 22.78%-20.4pp | 41.46%-39.1pp |
| Employer contribution / active EE | $998 | $4,214-76.3% | $3,574-72.1% | $4,869-79.5% |
| Participant deferral / active EE | $9,211 | $4,270+115.7% | $3,712+148.1% | $5,287+74.2% |
| Admin fee / account holder | $0 | $6,645-100.0% | $5,333-100.0% | $10,133-100.0% |