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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,597 | $135,905-34.1% | $126,068-28.9% | $198,609-54.9% |
| Participation rate | 100.0% | 85.6%+14.4pp | 84.7%+15.3pp | 82.4%+17.6pp |
| Annual return | 17.62% | 14.07%+3.6pp | 15.01%+2.6pp | 202.70%-185.1pp |
| Employer contribution / active EE | $3,761 | $4,245-11.4% | $3,968-5.2% | $5,055-25.6% |
| Participant deferral / active EE | $8,847 | $8,523+3.8% | $8,214+7.7% | $6,977+26.8% |
| Admin fee / account holder | $115 | $21,036-99.5% | $18,264-99.4% | $19,030-99.4% |