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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,772 | $107,733-14.8% | $92,985-1.3% | $154,746-40.7% |
| Participation rate | 100.0% | 74.6%+25.4pp | 69.5%+30.5pp | 80.7%+19.3pp |
| Annual return | 15.39% | 30.39%-15.0pp | 27.99%-12.6pp | 172.34%-156.9pp |
| Employer contribution / active EE | $3,294 | $3,126+5.4% | $2,662+23.7% | $4,379-24.8% |
| Participant deferral / active EE | $14,540 | $5,053+187.7% | $4,377+232.2% | $6,730+116.0% |
| Admin fee / account holder | $278 | $11,369-97.6% | $9,463-97.1% | $14,365-98.1% |