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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,786 | $112,729-5.3% | $98,716+8.2% | $137,256-22.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 18.70% | 38.48%-19.8pp | 31.81%-13.1pp | 220.34%-201.6pp |
| Employer contribution / active EE | $5,367 | $2,725+96.9% | $2,279+135.5% | $4,156+29.1% |
| Participant deferral / active EE | $3,472 | $4,640-25.2% | $4,048-14.2% | $6,407-45.8% |
| Admin fee / account holder | $184 | $10,129-98.2% | $8,703-97.9% | $12,270-98.5% |