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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,866 | $153,769-33.1% | $133,975-23.2% | $273,972-62.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 13.03% | 36.51%-23.5pp | 29.29%-16.3pp | 41.46%-28.4pp |
| Employer contribution / active EE | $3,953 | $6,029-34.4% | $5,211-24.2% | $4,869-18.8% |
| Participant deferral / active EE | $20,000 | $6,958+187.4% | $6,282+218.4% | $5,287+278.3% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,133-100.0% |