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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,986 | $94,699+6.6% | $185,441-45.5% | $65,306+54.6% |
| Participation rate | 100.0% | 64.2%+35.8pp | 80.3%+19.7pp | 57.7%+42.3pp |
| Annual return | 13.35% | 16.71%-3.4pp | 20.16%-6.8pp | 21.94%-8.6pp |
| Employer contribution / active EE | $605 | $2,381-74.6% | $4,672-87.0% | $1,967-69.2% |
| Participant deferral / active EE | $3,636 | $3,568+1.9% | $6,152-40.9% | $2,959+22.9% |
| Admin fee / account holder | $0 | $4,797-100.0% | $17,890-100.0% | $3,480-100.0% |