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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,057 | $76,112+59.1% | $96,544+25.4% | $71,529+69.2% |
| Participation rate | 99.1% | 74.4%+24.7pp | 76.0%+23.1pp | 67.9%+31.2pp |
| Annual return | 18.73% | 22.80%-4.1pp | 25.88%-7.2pp | 28.97%-10.2pp |
| Employer contribution / active EE | $1,316 | $2,248-41.5% | $2,966-55.6% | $2,590-49.2% |
| Participant deferral / active EE | $0 | $4,217-100.0% | $4,851-100.0% | $4,291-100.0% |
| Admin fee / account holder | $15 | $2,708-99.5% | $8,254-99.8% | $1,588-99.1% |