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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,024 | $181,896-53.8% | $156,551-46.3% | $273,972-69.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 6.11% | 30.74%-24.6pp | 32.23%-26.1pp | 41.46%-35.3pp |
| Employer contribution / active EE | $10,815 | $6,248+73.1% | $5,501+96.6% | $4,869+122.1% |
| Participant deferral / active EE | $2,851 | $5,550-48.6% | $4,871-41.5% | $5,287-46.1% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |