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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $181,428 | $92,219+96.7% | $76,766+136.3% | $135,382+34.0% |
| Participation rate | 90.0% | 79.8%+10.2pp | 77.0%+13.0pp | 82.6%+7.4pp |
| Annual return | 8.95% | 5.46%+3.5pp | 2.43%+6.5pp | 519.77%-510.8pp |
| Employer contribution / active EE | $14,412 | $3,216+348.2% | $2,485+479.9% | $4,779+201.6% |
| Participant deferral / active EE | $4,369 | $4,508-3.1% | $3,851+13.4% | $5,609-22.1% |
| Admin fee / account holder | $5 | $10,749-100.0% | $6,675-99.9% | $10,829-100.0% |