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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,265 | $99,345+2.9% | $84,753+20.7% | $273,972-62.7% |
| Participation rate | 83.3% | 80.7%+2.6pp | 76.6%+6.7pp | 83.0%+0.3pp |
| Annual return | 8.98% | 22.93%-14.0pp | 22.78%-13.8pp | 41.46%-32.5pp |
| Employer contribution / active EE | $10,891 | $4,214+158.4% | $3,574+204.7% | $4,869+123.7% |
| Participant deferral / active EE | $9,329 | $4,270+118.5% | $3,712+151.3% | $5,287+76.4% |
| Admin fee / account holder | $0 | $6,645-100.0% | $5,333-100.0% | $10,133-100.0% |