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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,619 | $181,896-45.8% | $156,551-37.0% | $273,972-64.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 9.39% | 30.74%-21.4pp | 32.23%-22.8pp | 41.46%-32.1pp |
| Employer contribution / active EE | $0 | $6,248-100.0% | $5,501-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $4,865 | $5,550-12.3% | $4,871-0.1% | $5,287-8.0% |
| Admin fee / account holder | $26 | $15,560-99.8% | $13,028-99.8% | $10,133-99.7% |