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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,550 | $153,769-35.9% | $133,975-26.4% | $273,972-64.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 4.64% | 36.51%-31.9pp | 29.29%-24.7pp | 41.46%-36.8pp |
| Employer contribution / active EE | $2,537 | $6,029-57.9% | $5,211-51.3% | $4,869-47.9% |
| Participant deferral / active EE | $9,224 | $6,958+32.6% | $6,282+46.8% | $5,287+74.4% |
| Admin fee / account holder | $21 | $11,765-99.8% | $9,324-99.8% | $10,133-99.8% |