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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,559 | $136,307-27.7% | $106,619-7.6% | $273,972-64.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 78.0%+22.0pp | 83.0%+17.0pp |
| Annual return | 13.94% | 11.05%+2.9pp | 9.42%+4.5pp | 41.46%-27.5pp |
| Employer contribution / active EE | $2,859 | $5,190-44.9% | $3,947-27.6% | $4,869-41.3% |
| Participant deferral / active EE | $4,659 | $4,969-6.2% | $3,930+18.6% | $5,287-11.9% |
| Admin fee / account holder | $94 | $8,625-98.9% | $6,418-98.5% | $10,133-99.1% |