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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $197,032 | $136,307+44.6% | $106,619+84.8% | $273,972-28.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 78.0%+22.0pp | 83.0%+17.0pp |
| Annual return | 7.50% | 11.05%-3.6pp | 9.42%-1.9pp | 41.46%-34.0pp |
| Employer contribution / active EE | $8,988 | $5,190+73.2% | $3,947+127.7% | $4,869+84.6% |
| Participant deferral / active EE | $8,988 | $4,969+80.9% | $3,930+128.7% | $5,287+70.0% |
| Admin fee / account holder | $0 | $8,625-100.0% | $6,418-100.0% | $10,133-100.0% |