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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,338 | $105,623+54.6% | $87,502+86.7% | $273,972-40.4% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 5.79% | 12.26%-6.5pp | 12.21%-6.4pp | 41.46%-35.7pp |
| Employer contribution / active EE | $3,088 | $3,141-1.7% | $2,550+21.1% | $4,869-36.6% |
| Participant deferral / active EE | $3,088 | $3,601-14.3% | $3,149-1.9% | $5,287-41.6% |
| Admin fee / account holder | $0 | $4,781-100.0% | $4,221-100.0% | $10,133-100.0% |