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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,145 | $71,057+86.0% | $93,654+41.1% | $80,874+63.4% |
| Participation rate | 95.7% | 60.4%+35.2pp | 68.7%+26.9pp | 67.6%+28.0pp |
| Annual return | 10.24% | 11.26%-1.0pp | 133.34%-123.1pp | 35.62%-25.4pp |
| Employer contribution / active EE | $6,279 | $1,564+301.5% | $2,421+159.4% | $2,756+127.9% |
| Participant deferral / active EE | $0 | $4,034-100.0% | $4,413-100.0% | $4,297-100.0% |
| Admin fee / account holder | $10 | $6,944-99.9% | $8,282-99.9% | $6,935-99.9% |