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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,641 | $181,896-41.4% | $156,551-31.9% | $273,972-61.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 9.07% | 30.74%-21.7pp | 32.23%-23.2pp | 41.46%-32.4pp |
| Employer contribution / active EE | $9,891 | $6,248+58.3% | $5,501+79.8% | $4,869+103.2% |
| Participant deferral / active EE | $6,564 | $5,550+18.3% | $4,871+34.8% | $5,287+24.1% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |