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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,968 | $72,486+60.0% | $87,103+33.1% | $72,976+58.9% |
| Participation rate | 96.0% | 72.8%+23.2pp | 76.9%+19.1pp | 69.5%+26.5pp |
| Annual return | 0.00% | 24.46%-24.5pp | 28.19%-28.2pp | 81.02%-81.0pp |
| Employer contribution / active EE | $1,495 | $1,894-21.1% | $2,521-40.7% | $2,440-38.7% |
| Participant deferral / active EE | $4,131 | $3,270+26.4% | $4,049+2.0% | $3,608+14.5% |
| Admin fee / account holder | -$17 | $5,055-100.3% | $7,491-100.2% | $5,124-100.3% |