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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,145 | $71,230+85.5% | $93,727+41.0% | $80,959+63.2% |
| Participation rate | 95.7% | 60.4%+35.3pp | 68.7%+26.9pp | 67.7%+28.0pp |
| Annual return | 10.24% | 11.26%-1.0pp | 133.83%-123.6pp | 35.67%-25.4pp |
| Employer contribution / active EE | $6,279 | $1,565+301.2% | $2,421+159.3% | $2,757+127.7% |
| Participant deferral / active EE | $0 | $4,037-100.0% | $4,417-100.0% | $4,300-100.0% |
| Admin fee / account holder | $10 | $6,961-99.9% | $8,292-99.9% | $6,925-99.9% |