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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,130 | $181,896-36.2% | $156,551-25.8% | $273,972-57.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 13.89% | 30.74%-16.8pp | 32.23%-18.3pp | 41.46%-27.6pp |
| Employer contribution / active EE | $1,353 | $6,248-78.3% | $5,501-75.4% | $4,869-72.2% |
| Participant deferral / active EE | $3,322 | $5,550-40.1% | $4,871-31.8% | $5,287-37.2% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |