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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $240,715 | $275,752-12.7% | $256,809-6.3% | $198,609+21.2% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 4.65% | 34.81%-30.2pp | 32.73%-28.1pp | 202.70%-198.1pp |
| Employer contribution / active EE | $3,172 | $7,721-58.9% | $7,263-56.3% | $5,055-37.3% |
| Participant deferral / active EE | $17,084 | $10,037+70.2% | $9,520+79.5% | $6,977+144.9% |
| Admin fee / account holder | $253 | $25,716-99.0% | $25,146-99.0% | $19,030-98.7% |