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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,039 | $215,361-47.5% | $171,082-33.9% | $273,972-58.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 8.33% | 25.14%-16.8pp | 32.56%-24.2pp | 41.46%-33.1pp |
| Employer contribution / active EE | $16,575 | $4,967+233.7% | $4,002+314.2% | $4,869+240.4% |
| Participant deferral / active EE | $14,400 | $5,543+159.8% | $4,797+200.2% | $5,287+172.4% |
| Admin fee / account holder | $0 | $10,846-100.0% | $8,520-100.0% | $10,133-100.0% |