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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,949 | $78,520+28.6% | $96,576+4.5% | $82,448+22.4% |
| Participation rate | 75.7% | 77.7%-2.1pp | 81.4%-5.8pp | 68.1%+7.6pp |
| Annual return | 19.95% | 41.30%-21.4pp | 38.47%-18.5pp | 41.64%-21.7pp |
| Employer contribution / active EE | $1,267 | $2,630-51.8% | $3,553-64.3% | $2,551-50.3% |
| Participant deferral / active EE | $9,271 | $6,754+37.3% | $7,956+16.5% | $4,139+124.0% |
| Admin fee / account holder | $0 | $13,455-100.0% | $11,381-100.0% | $7,234-100.0% |