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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,463 | $99,345+44.4% | $84,753+69.3% | $273,972-47.6% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 11.87% | 22.93%-11.1pp | 22.78%-10.9pp | 41.46%-29.6pp |
| Employer contribution / active EE | $3,709 | $4,214-12.0% | $3,574+3.8% | $4,869-23.8% |
| Participant deferral / active EE | $11,717 | $4,270+174.4% | $3,712+215.7% | $5,287+121.6% |
| Admin fee / account holder | $217 | $6,645-96.7% | $5,333-95.9% | $10,133-97.9% |