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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,623 | $93,064+19.9% | $74,577+49.7% | $273,972-59.3% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 7.29% | 26.18%-18.9pp | 20.47%-13.2pp | 41.46%-34.2pp |
| Employer contribution / active EE | $2,649 | $3,160-16.2% | $2,525+4.9% | $4,869-45.6% |
| Participant deferral / active EE | $4,744 | $4,160+14.0% | $3,458+37.2% | $5,287-10.3% |
| Admin fee / account holder | $6 | $5,273-99.9% | $4,138-99.8% | $10,133-99.9% |