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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,456 | $99,345-0.9% | $84,753+16.2% | $273,972-64.1% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 9.50% | 22.93%-13.4pp | 22.78%-13.3pp | 41.46%-32.0pp |
| Employer contribution / active EE | $2,336 | $4,214-44.6% | $3,574-34.6% | $4,869-52.0% |
| Participant deferral / active EE | $1,445 | $4,270-66.1% | $3,712-61.1% | $5,287-72.7% |
| Admin fee / account holder | $24 | $6,645-99.6% | $5,333-99.5% | $10,133-99.8% |