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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,786 | $153,769-42.9% | $133,975-34.5% | $273,972-68.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 12.86% | 36.51%-23.6pp | 29.29%-16.4pp | 41.46%-28.6pp |
| Employer contribution / active EE | $0 | $6,029-100.0% | $5,211-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $6,100 | $6,958-12.3% | $6,282-2.9% | $5,287+15.4% |
| Admin fee / account holder | $69 | $11,765-99.4% | $9,324-99.3% | $10,133-99.3% |