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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,827 | $181,896-40.2% | $156,551-30.5% | $273,972-60.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 7.09% | 30.74%-23.7pp | 32.23%-25.1pp | 41.46%-34.4pp |
| Employer contribution / active EE | $16,452 | $6,248+163.3% | $5,501+199.1% | $4,869+237.9% |
| Participant deferral / active EE | $14,055 | $5,550+153.2% | $4,871+188.5% | $5,287+165.8% |
| Admin fee / account holder | $98 | $15,560-99.4% | $13,028-99.2% | $10,133-99.0% |