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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,484 | $124,213-16.7% | $118,106-12.4% | $154,746-33.1% |
| Participation rate | 83.3% | 83.6%-0.3pp | 81.9%+1.5pp | 80.7%+2.6pp |
| Annual return | 13.57% | 18.29%-4.7pp | 19.44%-5.9pp | 172.34%-158.8pp |
| Employer contribution / active EE | $7,168 | $4,905+46.1% | $4,698+52.6% | $4,379+63.7% |
| Participant deferral / active EE | $3,415 | $6,859-50.2% | $6,619-48.4% | $6,730-49.3% |
| Admin fee / account holder | $54 | $9,627-99.4% | $8,973-99.4% | $14,365-99.6% |