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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,728 | $99,345+1.4% | $84,753+18.8% | $273,972-63.2% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 8.73% | 22.93%-14.2pp | 22.78%-14.1pp | 41.46%-32.7pp |
| Employer contribution / active EE | $2,111 | $4,214-49.9% | $3,574-40.9% | $4,869-56.6% |
| Participant deferral / active EE | $13,106 | $4,270+206.9% | $3,712+253.1% | $5,287+147.9% |
| Admin fee / account holder | $0 | $6,645-100.0% | $5,333-100.0% | $10,133-100.0% |