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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,624 | $138,312-4.1% | $122,979+7.8% | $155,188-14.5% |
| Participation rate | 100.0% | 80.2%+19.8pp | 77.2%+22.8pp | 80.8%+19.2pp |
| Annual return | 13.86% | 22.06%-8.2pp | 20.12%-6.3pp | 148.84%-135.0pp |
| Employer contribution / active EE | $1,222 | $3,530-65.4% | $3,062-60.1% | $4,248-71.2% |
| Participant deferral / active EE | $2,161 | $5,592-61.4% | $5,003-56.8% | $6,531-66.9% |
| Admin fee / account holder | $0 | $15,089-100.0% | $12,864-100.0% | $14,480-100.0% |