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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,401 | $161,352-16.7% | $134,172+0.2% | $137,256-2.1% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 16.61% | 28.72%-12.1pp | 25.30%-8.7pp | 220.34%-203.7pp |
| Employer contribution / active EE | $3,728 | $4,099-9.0% | $3,420+9.0% | $4,156-10.3% |
| Participant deferral / active EE | $22,310 | $5,552+301.8% | $4,690+375.6% | $6,407+248.2% |
| Admin fee / account holder | $0 | $15,028-100.0% | $12,016-100.0% | $12,270-100.0% |