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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,716 | $181,896-33.1% | $156,551-22.3% | $273,972-55.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 6.68% | 30.74%-24.1pp | 32.23%-25.6pp | 41.46%-34.8pp |
| Employer contribution / active EE | $3,127 | $6,248-49.9% | $5,501-43.2% | $4,869-35.8% |
| Participant deferral / active EE | $11,318 | $5,550+103.9% | $4,871+132.3% | $5,287+114.1% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |