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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,506 | $88,707+20.1% | $74,184+43.6% | $273,972-61.1% |
| Participation rate | 80.0% | 79.4%+0.6pp | 76.6%+3.4pp | 83.0%-3.0pp |
| Annual return | 8.08% | 11.94%-3.9pp | 17.74%-9.7pp | 41.46%-33.4pp |
| Employer contribution / active EE | $4,000 | $3,159+26.6% | $2,370+68.8% | $4,869-17.8% |
| Participant deferral / active EE | $2,334 | $4,212-44.6% | $3,550-34.2% | $5,287-55.9% |
| Admin fee / account holder | $0 | $8,717-100.0% | $5,586-100.0% | $10,133-100.0% |