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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,622 | $88,583+46.3% | $88,497+46.5% | $273,972-52.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 82.4%+17.6pp | 83.0%+17.0pp |
| Annual return | 6.74% | 5.68%+1.1pp | 7.63%-0.9pp | 41.46%-34.7pp |
| Employer contribution / active EE | $9,375 | $4,502+108.2% | $4,036+132.3% | $4,869+92.6% |
| Participant deferral / active EE | $7,689 | $4,891+57.2% | $4,899+56.9% | $5,287+45.4% |
| Admin fee / account holder | $0 | $8,980-100.0% | $6,220-100.0% | $10,133-100.0% |