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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,135 | $153,769-36.2% | $133,975-26.8% | $273,972-64.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 7.53% | 36.51%-29.0pp | 29.29%-21.8pp | 41.46%-33.9pp |
| Employer contribution / active EE | $2,099 | $6,029-65.2% | $5,211-59.7% | $4,869-56.9% |
| Participant deferral / active EE | $4,975 | $6,958-28.5% | $6,282-20.8% | $5,287-5.9% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,133-100.0% |