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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,193 | $99,345+35.1% | $84,753+58.3% | $273,972-51.0% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 6.25% | 22.93%-16.7pp | 22.78%-16.5pp | 41.46%-35.2pp |
| Employer contribution / active EE | $5,231 | $4,214+24.1% | $3,574+46.4% | $4,869+7.5% |
| Participant deferral / active EE | $5,550 | $4,270+30.0% | $3,712+49.5% | $5,287+5.0% |
| Admin fee / account holder | $0 | $6,645-100.0% | $5,333-100.0% | $10,133-100.0% |