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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,627 | $210,510-45.5% | $153,500-25.3% | $145,877-21.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 9.74% | 13.45%-3.7pp | 15.70%-6.0pp | 551.28%-541.5pp |
| Employer contribution / active EE | $5,167 | $6,052-14.6% | $5,039+2.5% | $4,663+10.8% |
| Participant deferral / active EE | $10,036 | $7,974+25.9% | $6,756+48.5% | $6,691+50.0% |
| Admin fee / account holder | $239 | $19,455-98.8% | $12,736-98.1% | $13,402-98.2% |