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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,660 | $99,345+0.3% | $84,753+17.6% | $273,972-63.6% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 5.41% | 22.93%-17.5pp | 22.78%-17.4pp | 41.46%-36.0pp |
| Employer contribution / active EE | $9,376 | $4,214+122.5% | $3,574+162.3% | $4,869+92.6% |
| Participant deferral / active EE | $7,530 | $4,270+76.3% | $3,712+102.8% | $5,287+42.4% |
| Admin fee / account holder | $86 | $6,645-98.7% | $5,333-98.4% | $10,133-99.2% |