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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,693 | $88,707+13.5% | $74,184+35.7% | $273,972-63.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 11.96% | 11.94%0pp | 17.74%-5.8pp | 41.46%-29.5pp |
| Employer contribution / active EE | $2,264 | $3,159-28.4% | $2,370-4.5% | $4,869-53.5% |
| Participant deferral / active EE | $2,979 | $4,212-29.3% | $3,550-16.1% | $5,287-43.7% |
| Admin fee / account holder | $0 | $8,717-100.0% | $5,586-100.0% | $10,133-100.0% |