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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,746 | $254,759-58.1% | $216,567-50.7% | $198,609-46.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 11.64% | 10.04%+1.6pp | 12.94%-1.3pp | 202.70%-191.1pp |
| Employer contribution / active EE | $2,336 | $6,096-61.7% | $5,216-55.2% | $5,055-53.8% |
| Participant deferral / active EE | $9,104 | $6,948+31.0% | $6,191+47.1% | $6,977+30.5% |
| Admin fee / account holder | $190 | $26,311-99.3% | $21,981-99.1% | $19,030-99.0% |