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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,739 | $99,345+2.4% | $84,753+20.0% | $273,972-62.9% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 7.17% | 22.93%-15.8pp | 22.78%-15.6pp | 41.46%-34.3pp |
| Employer contribution / active EE | $2,726 | $4,214-35.3% | $3,574-23.7% | $4,869-44.0% |
| Participant deferral / active EE | $12,000 | $4,270+181.0% | $3,712+223.3% | $5,287+127.0% |
| Admin fee / account holder | $0 | $6,645-100.0% | $5,333-100.0% | $10,133-100.0% |