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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,113 | $215,361-49.8% | $171,082-36.8% | $273,972-60.5% |
| Participation rate | 83.3% | 82.0%+1.3pp | 76.7%+6.6pp | 83.0%+0.3pp |
| Annual return | 10.66% | 25.14%-14.5pp | 32.56%-21.9pp | 41.46%-30.8pp |
| Employer contribution / active EE | $1,752 | $4,967-64.7% | $4,002-56.2% | $4,869-64.0% |
| Participant deferral / active EE | $8,740 | $5,543+57.7% | $4,797+82.2% | $5,287+65.3% |
| Admin fee / account holder | $0 | $10,846-100.0% | $8,520-100.0% | $10,133-100.0% |