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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,009 | $213,785-46.2% | $185,441-38.0% | $155,188-25.9% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 9.30% | 19.97%-10.7pp | 20.16%-10.9pp | 148.84%-139.5pp |
| Employer contribution / active EE | $2,243 | $5,393-58.4% | $4,672-52.0% | $4,248-47.2% |
| Participant deferral / active EE | $9,305 | $6,864+35.6% | $6,152+51.3% | $6,531+42.5% |
| Admin fee / account holder | $277 | $21,134-98.7% | $17,890-98.5% | $14,480-98.1% |