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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,034 | $153,769-28.4% | $133,975-17.9% | $273,972-59.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 5.56% | 36.51%-31.0pp | 29.29%-23.7pp | 41.46%-35.9pp |
| Employer contribution / active EE | $8,748 | $6,029+45.1% | $5,211+67.9% | $4,869+79.7% |
| Participant deferral / active EE | $8,004 | $6,958+15.0% | $6,282+27.4% | $5,287+51.4% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,133-100.0% |