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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,811 | $181,896-31.9% | $156,551-20.9% | $273,972-54.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 3.89% | 30.74%-26.8pp | 32.23%-28.3pp | 41.46%-37.6pp |
| Employer contribution / active EE | $10,208 | $6,248+63.4% | $5,501+85.6% | $4,869+109.7% |
| Participant deferral / active EE | $4,408 | $5,550-20.6% | $4,871-9.5% | $5,287-16.6% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |