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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,247 | $153,769-27.7% | $133,975-17.0% | $273,972-59.4% |
| Participation rate | 88.9% | 88.4%+0.5pp | 87.1%+1.8pp | 83.0%+5.9pp |
| Annual return | 6.93% | 36.51%-29.6pp | 29.29%-22.4pp | 41.46%-34.5pp |
| Employer contribution / active EE | $22,446 | $6,029+272.3% | $5,211+330.7% | $4,869+361.0% |
| Participant deferral / active EE | $12,624 | $6,958+81.4% | $6,282+101.0% | $5,287+138.8% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,133-100.0% |