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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,697 | $174,379-22.8% | $152,093-11.4% | $138,895-3.0% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 17.74% | 74.86%-57.1pp | 66.36%-48.6pp | 145.39%-127.7pp |
| Employer contribution / active EE | $5,726 | $4,652+23.1% | $4,175+37.2% | $4,194+36.5% |
| Participant deferral / active EE | $2,067 | $6,159-66.4% | $5,451-62.1% | $6,396-67.7% |
| Admin fee / account holder | $0 | $16,880-100.0% | $14,497-100.0% | $12,562-100.0% |