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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,600 | $153,769-32.6% | $133,975-22.7% | $273,972-62.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 5.42% | 36.51%-31.1pp | 29.29%-23.9pp | 41.46%-36.0pp |
| Employer contribution / active EE | $19,415 | $6,029+222.0% | $5,211+272.6% | $4,869+298.8% |
| Participant deferral / active EE | $6,000 | $6,958-13.8% | $6,282-4.5% | $5,287+13.5% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,133-100.0% |