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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,341 | $96,956+11.7% | $69,779+55.3% | $273,972-60.5% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.8%+28.2pp | 83.0%+17.0pp |
| Annual return | 4.90% | 12.93%-8.0pp | 12.99%-8.1pp | 41.46%-36.6pp |
| Employer contribution / active EE | $2,614 | $3,316-21.2% | $2,338+11.8% | $4,869-46.3% |
| Participant deferral / active EE | $7,357 | $3,744+96.5% | $2,931+151.0% | $5,287+39.1% |
| Admin fee / account holder | $2 | $7,934-100.0% | $4,381-100.0% | $10,133-100.0% |