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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,975 | $153,769-25.9% | $133,975-14.9% | $273,972-58.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 4.17% | 36.51%-32.3pp | 29.29%-25.1pp | 41.46%-37.3pp |
| Employer contribution / active EE | $9,786 | $6,029+62.3% | $5,211+87.8% | $4,869+101.0% |
| Participant deferral / active EE | $3,262 | $6,958-53.1% | $6,282-48.1% | $5,287-38.3% |
| Admin fee / account holder | $281 | $11,765-97.6% | $9,324-97.0% | $10,133-97.2% |