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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,778 | $153,769-42.9% | $133,975-34.5% | $273,972-68.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 6.91% | 36.51%-29.6pp | 29.29%-22.4pp | 41.46%-34.5pp |
| Employer contribution / active EE | $10,029 | $6,029+66.4% | $5,211+92.5% | $4,869+106.0% |
| Participant deferral / active EE | $13,250 | $6,958+90.4% | $6,282+110.9% | $5,287+150.6% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,133-100.0% |