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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,607 | $110,379+0.2% | $102,412+8.0% | $145,884-24.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 27.39% | 24.84%+2.6pp | 24.94%+2.5pp | 551.85%-524.5pp |
| Employer contribution / active EE | $2,138 | $4,216-49.3% | $3,870-44.8% | $4,662-54.2% |
| Participant deferral / active EE | $7,367 | $5,622+31.0% | $5,060+45.6% | $6,690+10.1% |
| Admin fee / account holder | $16 | $9,745-99.8% | $8,388-99.8% | $13,392-99.9% |