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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,057 | $124,425-8.3% | $112,040+1.8% | $137,256-16.9% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 17.83% | 24.72%-6.9pp | 24.52%-6.7pp | 220.34%-202.5pp |
| Employer contribution / active EE | $2,473 | $3,411-27.5% | $2,954-16.3% | $4,156-40.5% |
| Participant deferral / active EE | $3,824 | $5,718-33.1% | $5,098-25.0% | $6,407-40.3% |
| Admin fee / account holder | $109 | $15,207-99.3% | $12,098-99.1% | $12,270-99.1% |