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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,645 | $110,083-9.5% | $151,645-34.3% | $68,490+45.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | 9.50% | -10.12%+19.6pp | 3.34%+6.2pp | -7.85%+17.4pp |
| Employer contribution / active EE | $18,320 | $4,470+309.8% | $6,165+197.1% | $2,597+605.5% |
| Participant deferral / active EE | $16,669 | $6,526+155.4% | $8,363+99.3% | $4,028+313.9% |
| Admin fee / account holder | $89 | $7,718-98.9% | $11,614-99.2% | $5,403-98.4% |