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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,735 | $215,361-53.2% | $171,082-41.1% | $273,972-63.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 8.29% | 25.14%-16.8pp | 32.56%-24.3pp | 41.46%-33.2pp |
| Employer contribution / active EE | $10,661 | $4,967+114.6% | $4,002+166.4% | $4,869+119.0% |
| Participant deferral / active EE | $14,104 | $5,543+154.4% | $4,797+194.0% | $5,287+166.8% |
| Admin fee / account holder | $79 | $10,846-99.3% | $8,520-99.1% | $10,133-99.2% |