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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,334 | $177,156-47.3% | $147,027-36.5% | $154,746-39.7% |
| Participation rate | 94.4% | 79.4%+15.1pp | 73.7%+20.7pp | 80.7%+13.7pp |
| Annual return | 18.97% | 21.94%-3.0pp | 20.23%-1.3pp | 172.34%-153.4pp |
| Employer contribution / active EE | $3,602 | $4,336-16.9% | $3,626-0.7% | $4,379-17.8% |
| Participant deferral / active EE | $8,833 | $5,797+52.4% | $4,933+79.1% | $6,730+31.2% |
| Admin fee / account holder | $0 | $14,904-100.0% | $12,223-100.0% | $14,365-100.0% |