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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,130 | $181,896-14.7% | $156,551-0.9% | $273,972-43.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 11.33% | 30.74%-19.4pp | 32.23%-20.9pp | 41.46%-30.1pp |
| Employer contribution / active EE | $17,333 | $6,248+177.4% | $5,501+215.1% | $4,869+256.0% |
| Participant deferral / active EE | $5,664 | $5,550+2.1% | $4,871+16.3% | $5,287+7.1% |
| Admin fee / account holder | $83 | $15,560-99.5% | $13,028-99.4% | $10,133-99.2% |