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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,079 | $153,311-6.7% | $109,313+30.9% | $273,972-47.8% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 7.06% | 29.86%-22.8pp | 22.07%-15.0pp | 41.46%-34.4pp |
| Employer contribution / active EE | $32,678 | $5,619+481.5% | $3,892+739.6% | $4,869+571.2% |
| Participant deferral / active EE | $18,286 | $3,932+365.0% | $3,166+477.5% | $5,287+245.8% |
| Admin fee / account holder | $0 | $8,076-100.0% | $5,666-100.0% | $10,133-100.0% |