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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,303 | $88,707+13.1% | $74,184+35.2% | $273,972-63.4% |
| Participation rate | 87.5% | 79.4%+8.1pp | 76.6%+10.9pp | 83.0%+4.5pp |
| Annual return | 5.95% | 11.94%-6.0pp | 17.74%-11.8pp | 41.46%-35.5pp |
| Employer contribution / active EE | $2,092 | $3,159-33.8% | $2,370-11.7% | $4,869-57.0% |
| Participant deferral / active EE | $2,092 | $4,212-50.3% | $3,550-41.1% | $5,287-60.4% |
| Admin fee / account holder | $10 | $8,717-99.9% | $5,586-99.8% | $10,133-99.9% |