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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,297 | $107,666-23.6% | $102,184-19.5% | $154,746-46.8% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 24.51% | 29.33%-4.8pp | 31.58%-7.1pp | 172.34%-147.8pp |
| Employer contribution / active EE | $6,383 | $3,846+65.9% | $3,594+77.6% | $4,379+45.8% |
| Participant deferral / active EE | $18,073 | $8,719+107.3% | $8,309+117.5% | $6,730+168.5% |
| Admin fee / account holder | $176 | $12,943-98.6% | $11,609-98.5% | $14,365-98.8% |