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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,334 | $161,352-42.2% | $134,172-30.4% | $137,256-32.0% |
| Participation rate | 94.4% | 78.3%+16.2pp | 72.5%+22.0pp | 80.0%+14.5pp |
| Annual return | 18.97% | 28.72%-9.7pp | 25.30%-6.3pp | 220.34%-201.4pp |
| Employer contribution / active EE | $3,602 | $4,099-12.1% | $3,420+5.3% | $4,156-13.3% |
| Participant deferral / active EE | $8,833 | $5,552+59.1% | $4,690+88.3% | $6,407+37.9% |
| Admin fee / account holder | $0 | $15,028-100.0% | $12,016-100.0% | $12,270-100.0% |