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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,746 | $199,109-46.4% | $173,730-38.6% | $154,746-31.0% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 11.64% | 20.02%-8.4pp | 19.96%-8.3pp | 172.34%-160.7pp |
| Employer contribution / active EE | $2,336 | $5,311-56.0% | $4,577-49.0% | $4,379-46.7% |
| Participant deferral / active EE | $9,104 | $7,113+28.0% | $6,326+43.9% | $6,730+35.3% |
| Admin fee / account holder | $190 | $20,916-99.1% | $17,523-98.9% | $14,365-98.7% |