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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,937 | $146,267-22.1% | $197,124-42.2% | $82,448+38.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 86.7%+13.3pp | 68.1%+31.9pp |
| Annual return | 28.48% | 29.61%-1.1pp | 44.34%-15.9pp | 41.64%-13.2pp |
| Employer contribution / active EE | $3,015 | $4,723-36.2% | $6,227-51.6% | $2,551+18.2% |
| Participant deferral / active EE | $0 | $7,035-100.0% | $9,135-100.0% | $4,139-100.0% |
| Admin fee / account holder | $290 | $14,422-98.0% | $16,298-98.2% | $7,234-96.0% |