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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,949 | $77,358+30.5% | $102,184-1.2% | $87,485+15.4% |
| Participation rate | 75.7% | 78.7%-3.0pp | 82.6%-6.9pp | 68.9%+6.7pp |
| Annual return | 19.95% | 41.11%-21.2pp | 31.58%-11.6pp | 26.06%-6.1pp |
| Employer contribution / active EE | $1,267 | $2,562-50.5% | $3,594-64.7% | $2,596-51.2% |
| Participant deferral / active EE | $9,271 | $6,753+37.3% | $8,309+11.6% | $4,274+116.9% |
| Admin fee / account holder | $0 | $6,809-100.0% | $11,609-100.0% | $7,775-100.0% |