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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,369 | $199,109-29.5% | $173,730-19.2% | $154,746-9.3% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 17.10% | 20.02%-2.9pp | 19.96%-2.9pp | 172.34%-155.2pp |
| Employer contribution / active EE | $2,267 | $5,311-57.3% | $4,577-50.5% | $4,379-48.2% |
| Participant deferral / active EE | $5,867 | $7,113-17.5% | $6,326-7.3% | $6,730-12.8% |
| Admin fee / account holder | $130 | $20,916-99.4% | $17,523-99.3% | $14,365-99.1% |