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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,579 | $86,922+10.0% | $102,438-6.7% | $80,874+18.2% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 15.45% | 18.90%-3.4pp | 29.37%-13.9pp | 35.62%-20.2pp |
| Employer contribution / active EE | $7,214 | $2,369+204.4% | $3,024+138.6% | $2,756+161.8% |
| Participant deferral / active EE | $0 | $4,119-100.0% | $5,054-100.0% | $4,297-100.0% |
| Admin fee / account holder | $0 | $8,050-100.0% | $9,448-100.0% | $6,935-100.0% |