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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,680 | $251,004-65.1% | $191,597-54.2% | $138,895-36.9% |
| Participation rate | 100.0% | 82.4%+17.6pp | 76.9%+23.1pp | 79.9%+20.1pp |
| Annual return | 12.10% | 31.05%-18.9pp | 27.07%-15.0pp | 145.39%-133.3pp |
| Employer contribution / active EE | $2,699 | $6,226-56.7% | $5,025-46.3% | $4,194-35.7% |
| Participant deferral / active EE | $7,705 | $8,154-5.5% | $6,850+12.5% | $6,396+20.5% |
| Admin fee / account holder | $241 | $31,471-99.2% | $22,799-98.9% | $12,562-98.1% |