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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,423 | $181,896-37.6% | $156,551-27.5% | $273,972-58.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 7.81% | 30.74%-22.9pp | 32.23%-24.4pp | 41.46%-33.6pp |
| Employer contribution / active EE | $2,378 | $6,248-61.9% | $5,501-56.8% | $4,869-51.2% |
| Participant deferral / active EE | $7,283 | $5,550+31.2% | $4,871+49.5% | $5,287+37.7% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |