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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,552 | $213,785-31.9% | $185,441-21.5% | $155,188-6.2% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 7.49% | 19.97%-12.5pp | 20.16%-12.7pp | 148.84%-141.3pp |
| Employer contribution / active EE | $2,449 | $5,393-54.6% | $4,672-47.6% | $4,248-42.4% |
| Participant deferral / active EE | $3,692 | $6,864-46.2% | $6,152-40.0% | $6,531-43.5% |
| Admin fee / account holder | $0 | $21,134-100.0% | $17,890-100.0% | $14,480-100.0% |