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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,259 | $140,592-21.6% | $123,105-10.4% | $125,389-12.1% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -0.32% | 16.80%-17.1pp | 13.22%-13.5pp | 282.24%-282.6pp |
| Employer contribution / active EE | $4,267 | $6,041-29.4% | $5,151-17.2% | $4,866-12.3% |
| Participant deferral / active EE | $7,699 | $6,980+10.3% | $6,229+23.6% | $5,352+43.9% |
| Admin fee / account holder | $230 | $11,198-97.9% | $9,014-97.4% | $9,541-97.6% |