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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,566 | $153,769-33.3% | $133,975-23.4% | $273,972-62.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 8.17% | 36.51%-28.3pp | 29.29%-21.1pp | 41.46%-33.3pp |
| Employer contribution / active EE | $1,891 | $6,029-68.6% | $5,211-63.7% | $4,869-61.2% |
| Participant deferral / active EE | $24,000 | $6,958+244.9% | $6,282+282.1% | $5,287+353.9% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,133-100.0% |