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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,228 | $153,769-53.0% | $133,975-46.1% | $273,972-73.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 12.98% | 36.51%-23.5pp | 29.29%-16.3pp | 41.46%-28.5pp |
| Employer contribution / active EE | $10,077 | $6,029+67.2% | $5,211+93.4% | $4,869+107.0% |
| Participant deferral / active EE | $7,140 | $6,958+2.6% | $6,282+13.7% | $5,287+35.0% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,133-100.0% |