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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,138 | $153,769-9.5% | $133,975+3.9% | $273,972-49.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 5.11% | 36.51%-31.4pp | 29.29%-24.2pp | 41.46%-36.3pp |
| Employer contribution / active EE | $17,750 | $6,029+194.4% | $5,211+240.6% | $4,869+264.6% |
| Participant deferral / active EE | $16,100 | $6,958+131.4% | $6,282+156.3% | $5,287+204.5% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,133-100.0% |