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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,228 | $146,267-24.0% | $197,124-43.6% | $82,448+34.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 86.7%+13.3pp | 68.1%+31.9pp |
| Annual return | 24.57% | 29.61%-5.0pp | 44.34%-19.8pp | 41.64%-17.1pp |
| Employer contribution / active EE | $5,755 | $4,723+21.8% | $6,227-7.6% | $2,551+125.6% |
| Participant deferral / active EE | $9,289 | $7,035+32.0% | $9,135+1.7% | $4,139+124.4% |
| Admin fee / account holder | $185 | $14,422-98.7% | $16,298-98.9% | $7,234-97.4% |