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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,504 | $56,894+31.0% | $84,753-12.1% | $62,881+18.5% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 11.09% | 6.30%+4.8pp | 22.78%-11.7pp | 20.14%-9.1pp |
| Employer contribution / active EE | $5,175 | $2,400+115.7% | $3,574+44.8% | $2,281+126.9% |
| Participant deferral / active EE | $6,630 | $2,709+144.7% | $3,712+78.6% | $3,203+107.0% |
| Admin fee / account holder | $137 | $3,581-96.2% | $5,333-97.4% | $4,296-96.8% |