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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,408 | $106,974-23.9% | $90,796-10.3% | $138,895-41.4% |
| Participation rate | 100.0% | 74.9%+25.1pp | 69.5%+30.5pp | 79.9%+20.1pp |
| Annual return | 18.10% | 20.10%-2.0pp | 19.29%-1.2pp | 145.39%-127.3pp |
| Employer contribution / active EE | $14,208 | $2,609+444.6% | $2,294+519.4% | $4,194+238.8% |
| Participant deferral / active EE | $10,649 | $4,455+139.1% | $3,822+178.7% | $6,396+66.5% |
| Admin fee / account holder | $86 | $8,626-99.0% | $7,024-98.8% | $12,562-99.3% |