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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,786 | $201,264-51.4% | $184,185-46.9% | $145,978-33.0% |
| Participation rate | 92.3% | 87.5%+4.8pp | 86.8%+5.5pp | 80.3%+12.0pp |
| Annual return | 15.74% | 29.00%-13.3pp | 28.81%-13.1pp | 550.52%-534.8pp |
| Employer contribution / active EE | $3,825 | $7,021-45.5% | $6,426-40.5% | $4,662-18.0% |
| Participant deferral / active EE | $5,109 | $9,806-47.9% | $9,132-44.1% | $6,690-23.6% |
| Admin fee / account holder | $34 | $16,376-99.8% | $13,909-99.8% | $13,400-99.7% |