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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,136 | $181,896-43.8% | $156,551-34.8% | $273,972-62.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 8.65% | 30.74%-22.1pp | 32.23%-23.6pp | 41.46%-32.8pp |
| Employer contribution / active EE | $5,083 | $6,248-18.6% | $5,501-7.6% | $4,869+4.4% |
| Participant deferral / active EE | $8,500 | $5,550+53.2% | $4,871+74.5% | $5,287+60.8% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |