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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,892 | $153,769-28.5% | $133,975-18.0% | $273,972-59.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 8.48% | 36.51%-28.0pp | 29.29%-20.8pp | 41.46%-33.0pp |
| Employer contribution / active EE | $9,712 | $6,029+61.1% | $5,211+86.4% | $4,869+99.5% |
| Participant deferral / active EE | $19,424 | $6,958+179.1% | $6,282+209.2% | $5,287+267.4% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,133-100.0% |