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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,607 | $111,814-1.1% | $103,378+7.0% | $145,978-24.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 27.39% | 24.80%+2.6pp | 24.91%+2.5pp | 550.52%-523.1pp |
| Employer contribution / active EE | $2,138 | $4,215-49.3% | $3,870-44.8% | $4,662-54.1% |
| Participant deferral / active EE | $7,367 | $5,618+31.1% | $5,058+45.7% | $6,690+10.1% |
| Admin fee / account holder | $16 | $9,764-99.8% | $8,401-99.8% | $13,400-99.9% |