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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,034 | $105,623+11.8% | $87,502+34.9% | $273,972-56.9% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 6.82% | 12.26%-5.4pp | 12.21%-5.4pp | 41.46%-34.6pp |
| Employer contribution / active EE | $6,677 | $3,141+112.6% | $2,550+161.9% | $4,869+37.1% |
| Participant deferral / active EE | $4,117 | $3,601+14.3% | $3,149+30.7% | $5,287-22.1% |
| Admin fee / account holder | $0 | $4,781-100.0% | $4,221-100.0% | $10,133-100.0% |