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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,049 | $153,769-35.6% | $133,975-26.1% | $273,972-63.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 38.06% | 36.51%+1.6pp | 29.29%+8.8pp | 41.46%-3.4pp |
| Employer contribution / active EE | $3,231 | $6,029-46.4% | $5,211-38.0% | $4,869-33.6% |
| Participant deferral / active EE | $10,936 | $6,958+57.2% | $6,282+74.1% | $5,287+106.8% |
| Admin fee / account holder | $17 | $11,765-99.9% | $9,324-99.8% | $10,133-99.8% |