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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,208 | $153,769-28.3% | $133,975-17.7% | $273,972-59.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 3.99% | 36.51%-32.5pp | 29.29%-25.3pp | 41.46%-37.5pp |
| Employer contribution / active EE | $8,080 | $6,029+34.0% | $5,211+55.1% | $4,869+66.0% |
| Participant deferral / active EE | $6,060 | $6,958-12.9% | $6,282-3.5% | $5,287+14.6% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,133-100.0% |