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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,061 | $201,344-49.8% | $184,243-45.1% | $145,877-30.7% |
| Participation rate | 83.3% | 87.5%-4.2pp | 86.8%-3.5pp | 80.3%+3.0pp |
| Annual return | 11.05% | 29.01%-18.0pp | 28.82%-17.8pp | 551.28%-540.2pp |
| Employer contribution / active EE | $6,161 | $7,022-12.3% | $6,427-4.1% | $4,663+32.1% |
| Participant deferral / active EE | $6,944 | $9,807-29.2% | $9,132-24.0% | $6,691+3.8% |
| Admin fee / account holder | $78 | $16,382-99.5% | $13,914-99.4% | $13,402-99.4% |